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 | $94,919 | $80,717+17.6% | $154,803-38.7% | $84,808+11.9% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 9.36% | 37.96%-28.6pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $10,444 | $2,761+278.2% | $4,305+142.6% | $2,631+296.9% |
| Participant deferral / active EE | $3,855 | $3,303+16.7% | $5,540-30.4% | $4,212-8.5% |
| Admin fee / account holder | $35,560 | $6,746+427.2% | $14,329+148.2% | $7,344+384.2% |