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 | $192,246 | $69,977+174.7% | $108,579+77.1% | $62,891+205.7% |
| Participation rate | 95.8% | 72.9%+22.9pp | 79.6%+16.3pp | 69.3%+26.5pp |
| Annual return | 4.71% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,135 | $2,135-46.9% | $3,758-69.8% | $2,281-50.3% |
| Participant deferral / active EE | $4,477 | $3,165+41.5% | $4,311+3.9% | $3,203+39.8% |
| Admin fee / account holder | $785 | $5,076-84.5% | $7,645-89.7% | $4,296-81.7% |