See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,125 | $99,341+11.9% | $84,750+31.1% | $273,961-59.4% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 1.52% | 22.93%-21.4pp | 22.78%-21.3pp | 41.45%-39.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,628 | $4,269-61.9% | $3,712-56.1% | $5,287-69.2% |
| Admin fee / account holder | $634 | $6,644-90.5% | $5,332-88.1% | $10,132-93.7% |