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 | $110,170 | $94,625+16.4% | $116,228-5.2% | $84,808+29.9% |
| Participation rate | 95.0% | 70.4%+24.6pp | 74.6%+20.4pp | 68.3%+26.7pp |
| Annual return | 11.78% | 20.40%-8.6pp | 90.06%-78.3pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,113 | $2,347-52.6% | $2,994-62.8% | $2,631-57.7% |
| Participant deferral / active EE | $5,566 | $3,972+40.1% | $4,953+12.4% | $4,212+32.2% |
| Admin fee / account holder | $17,184 | $10,091+70.3% | $11,989+43.3% | $7,344+134.0% |