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 | $100,648 | $57,590+74.8% | $86,233+16.7% | $82,448+22.1% |
| Participation rate | 78.6% | 57.9%+20.7pp | 69.0%+9.6pp | 68.1%+10.5pp |
| Annual return | 13.14% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,701 | $3,080+52.6% | $4,559+3.1% | $4,139+13.6% |
| Admin fee / account holder | $52,003 | $4,730+999.3% | $8,342+523.4% | $7,234+618.8% |