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 | $64,596 | $60,022+7.6% | $88,946-27.4% | $84,808-23.8% |
| Participation rate | 92.9% | 57.8%+35.0pp | 68.8%+24.0pp | 68.3%+24.5pp |
| Annual return | 8.09% | 22.43%-14.3pp | 57.82%-49.7pp | 40.90%-32.8pp |
| Employer contribution / active EE | $3,419 | $1,703+100.8% | $2,555+33.8% | $2,631+30.0% |
| Participant deferral / active EE | $2,643 | $3,114-15.1% | $4,581-42.3% | $4,212-37.2% |
| Admin fee / account holder | $2,639 | $4,811-45.1% | $8,261-68.1% | $7,344-64.1% |