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 | $123,236 | $69,977+76.1% | $108,579+13.5% | $62,891+96.0% |
| Participation rate | 93.9% | 72.9%+21.0pp | 79.6%+14.4pp | 69.3%+24.6pp |
| Annual return | 4.76% | 10.73%-6.0pp | -51.70%+56.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $10,496 | $2,135+391.7% | $3,758+179.3% | $2,281+360.2% |
| Participant deferral / active EE | $5,771 | $3,165+82.4% | $4,311+33.9% | $3,203+80.2% |
| Admin fee / account holder | $1,643 | $5,076-67.6% | $7,645-78.5% | $4,296-61.8% |