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 | $124,450 | $58,512+112.7% | $84,015+48.1% | $72,985+70.5% |
| Participation rate | 97.3% | 61.2%+36.1pp | 69.0%+28.3pp | 69.5%+27.8pp |
| Annual return | 13.34% | 28.93%-15.6pp | 71.31%-58.0pp | 81.00%-67.7pp |
| Employer contribution / active EE | $1,210 | $1,163+4.0% | $1,983-39.0% | $2,440-50.4% |
| Participant deferral / active EE | $4,050 | $2,394+69.2% | $3,239+25.0% | $3,607+12.3% |
| Admin fee / account holder | $21,148 | $4,569+362.9% | $6,101+246.7% | $5,124+312.7% |