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 | $117,952 | $58,512+101.6% | $84,015+40.4% | $72,985+61.6% |
| Participation rate | 87.2% | 61.2%+26.0pp | 69.0%+18.2pp | 69.5%+17.7pp |
| Annual return | 1.12% | 28.93%-27.8pp | 71.31%-70.2pp | 81.00%-79.9pp |
| Employer contribution / active EE | $956 | $1,163-17.8% | $1,983-51.8% | $2,440-60.8% |
| Participant deferral / active EE | $7,083 | $2,394+195.9% | $3,239+118.7% | $3,607+96.3% |
| Admin fee / account holder | $3,605 | $4,569-21.1% | $6,101-40.9% | $5,124-29.6% |