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 | $78,101 | $109,881-28.9% | $150,045-47.9% | $84,808-7.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 11.89% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,978 | $3,561+11.7% | $4,693-15.2% | $2,631+51.2% |
| Participant deferral / active EE | $9,927 | $6,636+49.6% | $7,997+24.1% | $4,212+135.7% |
| Admin fee / account holder | $21,724 | $8,568+153.5% | $13,435+61.7% | $7,344+195.8% |