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 | $102,860 | $138,347-25.7% | $184,203-44.2% | $80,856+27.2% |
| Participation rate | 97.3% | 83.9%+13.4pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 5.94% | 20.02%-14.1pp | 28.81%-22.9pp | 35.59%-29.7pp |
| Employer contribution / active EE | $7,189 | $4,850+48.2% | $6,427+11.9% | $2,755+161.0% |
| Participant deferral / active EE | $4,795 | $7,071-32.2% | $9,131-47.5% | $4,296+11.6% |
| Admin fee / account holder | $41,324 | $10,483+294.2% | $13,901+197.3% | $6,918+497.3% |