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 | $113,033 | $78,422+44.1% | $95,952+17.8% | $79,858+41.5% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 4.26% | 19.37%-15.1pp | 91.61%-87.4pp | 31.71%-27.5pp |
| Employer contribution / active EE | $559 | $1,945-71.3% | $2,541-78.0% | $2,471-77.4% |
| Participant deferral / active EE | $2,902 | $3,440-15.6% | $4,167-30.4% | $3,740-22.4% |
| Admin fee / account holder | $20,125 | $5,622+258.0% | $6,795+196.2% | $5,306+279.3% |