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 | $96,456 | $53,777+79.4% | $134,143-28.1% | $79,858+20.8% |
| Participation rate | 92.6% | 58.8%+33.8pp | 72.2%+20.4pp | 69.6%+23.0pp |
| Annual return | 5.16% | 19.01%-13.8pp | 36.33%-31.2pp | 31.71%-26.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,043 | $2,420-15.6% | $3,499-41.6% | $3,740-45.4% |
| Admin fee / account holder | $9,293 | $3,984+133.3% | $6,684+39.0% | $5,306+75.1% |