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 | $109,733 | $71,057+54.4% | $93,654+17.2% | $80,874+35.7% |
| Participation rate | 72.5% | 60.4%+12.1pp | 68.7%+3.8pp | 67.6%+4.9pp |
| Annual return | 9.55% | 11.26%-1.7pp | 133.34%-123.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,887 | $1,564+20.6% | $2,421-22.1% | $2,756-31.5% |
| Participant deferral / active EE | $4,613 | $4,034+14.4% | $4,413+4.5% | $4,297+7.4% |
| Admin fee / account holder | $20,912 | $6,944+201.2% | $8,282+152.5% | $6,935+201.5% |