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 | $91,843 | $70,669+30.0% | $169,368-45.8% | $75,163+22.2% |
| Participation rate | 96.2% | 64.8%+31.4pp | 77.1%+19.0pp | 67.2%+29.0pp |
| Annual return | 6.89% | 36.36%-29.5pp | 405.60%-398.7pp | 160.62%-153.7pp |
| Employer contribution / active EE | $2,217 | $2,211+0.3% | $4,013-44.8% | $2,670-17.0% |
| Participant deferral / active EE | $8,198 | $4,311+90.2% | $6,221+31.8% | $4,125+98.7% |
| Admin fee / account holder | $910 | $5,402-83.1% | $9,003-89.9% | $5,651-83.9% |