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 | $92,321 | $47,479+94.4% | $62,929+46.7% | $82,448+12.0% |
| Participation rate | 97.4% | 66.9%+30.5pp | 73.1%+24.3pp | 68.1%+29.3pp |
| Annual return | 11.07% | 20.34%-9.3pp | 1063.93%-1052.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,487 | $1,885-21.2% | $2,505-40.6% | $2,551-41.7% |
| Participant deferral / active EE | $2,131 | $2,870-25.8% | $3,888-45.2% | $4,139-48.5% |
| Admin fee / account holder | $1,578 | $3,804-58.5% | $5,065-68.8% | $7,234-78.2% |