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 | $121,165 | $56,897+113.0% | $84,750+43.0% | $62,891+92.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.56% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,919 | $2,400-20.0% | $3,574-46.3% | $2,281-15.9% |
| Participant deferral / active EE | $3,841 | $2,709+41.8% | $3,712+3.5% | $3,203+19.9% |
| Admin fee / account holder | $14,623 | $3,581+308.4% | $5,332+174.2% | $4,296+240.4% |