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 | $111,421 | $58,208+91.4% | $81,812+36.2% | $80,856+37.8% |
| Participation rate | 79.5% | 63.4%+16.1pp | 72.3%+7.2pp | 67.6%+11.9pp |
| Annual return | 5.76% | 41.66%-35.9pp | 773.79%-768.0pp | 35.59%-29.8pp |
| Employer contribution / active EE | $488 | $2,340-79.1% | $2,912-83.2% | $2,755-82.3% |
| Participant deferral / active EE | $2,519 | $3,281-23.2% | $4,319-41.7% | $4,296-41.4% |
| Admin fee / account holder | $5,638 | $4,981+13.2% | $7,386-23.7% | $6,918-18.5% |