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 | $83,672 | $72,492+15.4% | $87,100-3.9% | $72,985+14.6% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.3pp |
| Annual return | 15.54% | 24.46%-8.9pp | 28.19%-12.7pp | 81.00%-65.5pp |
| Employer contribution / active EE | $2,278 | $1,894+20.3% | $2,521-9.6% | $2,440-6.6% |
| Participant deferral / active EE | $1,737 | $3,270-46.9% | $4,049-57.1% | $3,607-51.8% |
| Admin fee / account holder | $2,991 | $5,055-40.8% | $7,497-60.1% | $5,124-41.6% |