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 | $74,042 | $60,022+23.4% | $88,946-16.8% | $84,808-12.7% |
| Participation rate | 98.2% | 57.8%+40.4pp | 68.8%+29.4pp | 68.3%+29.9pp |
| Annual return | 13.54% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,265 | $1,703+209.2% | $2,555+106.1% | $2,631+100.1% |
| Participant deferral / active EE | $2,636 | $3,114-15.3% | $4,581-42.5% | $4,212-37.4% |
| Admin fee / account holder | $9,822 | $4,811+104.1% | $8,261+18.9% | $7,344+33.7% |