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 | $115,099 | $56,897+102.3% | $84,750+35.8% | $62,891+83.0% |
| Participation rate | 82.4% | 68.5%+13.8pp | 76.6%+5.8pp | 69.3%+13.0pp |
| Annual return | 1.19% | 6.30%-5.1pp | 22.78%-21.6pp | 20.14%-19.0pp |
| Employer contribution / active EE | $4,485 | $2,400+86.9% | $3,574+25.5% | $2,281+96.6% |
| Participant deferral / active EE | $1,591 | $2,709-41.3% | $3,712-57.1% | $3,203-50.3% |
| Admin fee / account holder | $14,170 | $3,581+295.7% | $5,332+165.8% | $4,296+229.9% |