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 | $93,449 | $54,705+70.8% | $71,209+31.2% | $84,808+10.2% |
| Participation rate | 77.4% | 64.1%+13.3pp | 73.8%+3.6pp | 68.3%+9.0pp |
| Annual return | 8.04% | 35.90%-27.9pp | 282.51%-274.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $402 | $2,158-81.4% | $2,721-85.2% | $2,631-84.7% |
| Participant deferral / active EE | $2,675 | $3,030-11.7% | $4,175-35.9% | $4,212-36.5% |
| Admin fee / account holder | $3,949 | $4,863-18.8% | $5,349-26.2% | $7,344-46.2% |