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 | $64,976 | $53,127+22.3% | $86,590-25.0% | $70,131-7.4% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 9.59% | 27.66%-18.1pp | 964.84%-955.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,375 | $2,068-33.5% | $2,839-51.6% | $2,342-41.3% |
| Participant deferral / active EE | $3,938 | $2,696+46.1% | $3,609+9.1% | $3,332+18.2% |
| Admin fee / account holder | $4,856 | $3,585+35.4% | $4,906-1.0% | $4,645+4.5% |