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 | $102,154 | $58,828+73.6% | $77,999+31.0% | $62,891+62.4% |
| Participation rate | 97.8% | 71.1%+26.8pp | 75.5%+22.3pp | 69.3%+28.5pp |
| Annual return | 2.82% | 17.16%-14.3pp | 425.96%-423.1pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,633 | $2,686+109.7% | $3,497+61.1% | $3,203+75.9% |
| Admin fee / account holder | $1,422 | $4,393-67.6% | $5,480-74.1% | $4,296-66.9% |