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 | $102,200 | $60,022+70.3% | $88,946+14.9% | $84,808+20.5% |
| Participation rate | 82.3% | 57.8%+24.4pp | 68.8%+13.4pp | 68.3%+14.0pp |
| Annual return | 13.13% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,443 | $1,703+43.5% | $2,555-4.4% | $2,631-7.1% |
| Participant deferral / active EE | $3,855 | $3,114+23.8% | $4,581-15.8% | $4,212-8.5% |
| Admin fee / account holder | $11,554 | $4,811+140.2% | $8,261+39.9% | $7,344+57.3% |