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 | $95,924 | $54,762+75.2% | $90,281+6.2% | $72,985+31.4% |
| Participation rate | 84.6% | 65.1%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 11.49% | 30.63%-19.1pp | 78.10%-66.6pp | 81.00%-69.5pp |
| Employer contribution / active EE | $919 | $2,092-56.1% | $2,854-67.8% | $2,440-62.4% |
| Participant deferral / active EE | $3,915 | $2,887+35.6% | $3,885+0.8% | $3,607+8.5% |
| Admin fee / account holder | $24,421 | $3,972+514.8% | $5,351+356.4% | $5,124+376.6% |