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 | $102,920 | $48,076+114.1% | $78,689+30.8% | $62,891+63.6% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.6pp | 69.3%+27.8pp |
| Annual return | -1.06% | 31.35%-32.4pp | 62.18%-63.2pp | 20.14%-21.2pp |
| Employer contribution / active EE | $3,368 | $2,015+67.2% | $2,851+18.1% | $2,281+47.6% |
| Participant deferral / active EE | $5,409 | $2,588+109.0% | $3,517+53.8% | $3,203+68.9% |
| Admin fee / account holder | $18,803 | $3,207+486.2% | $4,510+316.9% | $4,296+337.7% |