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 | $98,246 | $63,764+54.1% | $81,930+19.9% | $79,858+23.0% |
| Participation rate | 96.7% | 67.5%+29.2pp | 72.0%+24.7pp | 69.6%+27.1pp |
| Annual return | 1.00% | 22.66%-21.7pp | 29.49%-28.5pp | 31.71%-30.7pp |
| Employer contribution / active EE | $16,083 | $1,795+795.8% | $4,310+273.1% | $2,471+550.9% |
| Participant deferral / active EE | $4,318 | $2,780+55.3% | $7,107-39.2% | $3,740+15.5% |
| Admin fee / account holder | $11,003 | $4,426+148.6% | $5,158+113.3% | $5,306+107.4% |