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 | $80,790 | $57,828+39.7% | $117,039-31.0% | $70,131+15.2% |
| Participation rate | 85.3% | 67.1%+18.2pp | 77.2%+8.1pp | 69.5%+15.8pp |
| Annual return | 9.17% | 17.55%-8.4pp | 18.95%-9.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,625 | $2,438+48.7% | $3,929-7.7% | $3,332+8.8% |
| Admin fee / account holder | $1,443 | $3,548-59.3% | $5,974-75.8% | $4,645-68.9% |