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 | $79,265 | $39,122+102.6% | $57,179+38.6% | $62,891+26.0% |
| Participation rate | 93.8% | 70.5%+23.2pp | 75.3%+18.4pp | 69.3%+24.4pp |
| Annual return | 0.42% | 9.23%-8.8pp | 14.59%-14.2pp | 20.14%-19.7pp |
| Employer contribution / active EE | $4,137 | $1,874+120.7% | $2,682+54.2% | $2,281+81.4% |
| Participant deferral / active EE | $5,597 | $2,374+135.8% | $3,096+80.8% | $3,203+74.7% |
| Admin fee / account holder | $16,067 | $2,592+519.9% | $3,139+411.8% | $4,296+274.0% |