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 | $108,036 | $48,076+124.7% | $78,689+37.3% | $62,891+71.8% |
| Participation rate | 92.3% | 65.2%+27.1pp | 73.6%+18.7pp | 69.3%+23.0pp |
| Annual return | 0.76% | 31.35%-30.6pp | 62.18%-61.4pp | 20.14%-19.4pp |
| Employer contribution / active EE | $7,768 | $2,015+285.6% | $2,851+172.5% | $2,281+240.6% |
| Participant deferral / active EE | $3,996 | $2,588+54.4% | $3,517+13.6% | $3,203+24.8% |
| Admin fee / account holder | $1,228 | $3,207-61.7% | $4,510-72.8% | $4,296-71.4% |