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 | $140,733 | $80,717+74.4% | $154,803-9.1% | $84,808+65.9% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.3pp | 68.3%+30.0pp |
| Annual return | 10.55% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $3,384 | $2,761+22.5% | $4,305-21.4% | $2,631+28.6% |
| Participant deferral / active EE | $1,708 | $3,303-48.3% | $5,540-69.2% | $4,212-59.5% |
| Admin fee / account holder | $938 | $6,746-86.1% | $14,329-93.5% | $7,344-87.2% |