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 | $113,641 | $71,050+59.9% | $93,606+21.4% | $80,856+40.5% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.6%+19.9pp |
| Annual return | 9.10% | 11.26%-2.2pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,316 | $4,034-42.6% | $4,411-47.5% | $4,296-46.1% |
| Admin fee / account holder | $7,788 | $6,945+12.1% | $8,285-6.0% | $6,918+12.6% |