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 | $84,243 | $46,869+79.7% | $122,332-31.1% | $70,131+20.1% |
| Participation rate | 98.0% | 58.2%+39.8pp | 71.6%+26.3pp | 69.5%+28.4pp |
| Annual return | 11.04% | 24.22%-13.2pp | 30.27%-19.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $5,396 | $1,288+319.0% | $4,050+33.2% | $2,342+130.3% |
| Participant deferral / active EE | $2,403 | $2,166+10.9% | $3,287-26.9% | $3,332-27.9% |
| Admin fee / account holder | $316 | $3,322-90.5% | $5,478-94.2% | $4,645-93.2% |