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 | $93,759 | $43,075+117.7% | $74,583+25.7% | $62,891+49.1% |
| Participation rate | 87.5% | 58.1%+29.4pp | 68.1%+19.4pp | 69.3%+18.2pp |
| Annual return | 4.15% | 17.50%-13.4pp | 20.47%-16.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,078 | $1,498-28.0% | $2,525-57.3% | $2,281-52.7% |
| Participant deferral / active EE | $3,443 | $2,389+44.1% | $3,458-0.4% | $3,203+7.5% |
| Admin fee / account holder | $11,693 | $2,840+311.7% | $4,138+182.6% | $4,296+172.2% |