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 | $108,081 | $96,484+12.0% | $156,263-30.8% | $74,304+45.5% |
| Participation rate | 99.1% | 67.7%+31.4pp | 78.9%+20.2pp | 60.3%+38.7pp |
| Annual return | 12.62% | 17.73%-5.1pp | 59.47%-46.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,110 | $4,286+112.5% | $6,158+47.9% | $3,767+141.8% |
| Admin fee / account holder | $1,959 | $3,728-47.4% | $14,255-86.3% | $2,969-34.0% |