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 | $105,457 | $58,512+80.2% | $84,015+25.5% | $72,985+44.5% |
| Participation rate | 97.4% | 61.2%+36.2pp | 69.0%+28.4pp | 69.5%+27.9pp |
| Annual return | 13.50% | 28.93%-15.4pp | 71.31%-57.8pp | 81.00%-67.5pp |
| Employer contribution / active EE | $4,615 | $1,163+296.9% | $1,983+132.7% | $2,440+89.2% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,958 | $4,569-13.4% | $6,101-35.1% | $5,124-22.8% |