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 | $85,591 | $72,492+18.1% | $87,100-1.7% | $72,985+17.3% |
| Participation rate | 81.0% | 72.8%+8.1pp | 76.9%+4.1pp | 69.5%+11.5pp |
| Annual return | 9.43% | 24.46%-15.0pp | 28.19%-18.8pp | 81.00%-71.6pp |
| Employer contribution / active EE | $2,245 | $1,894+18.5% | $2,521-11.0% | $2,440-8.0% |
| Participant deferral / active EE | $5,771 | $3,270+76.5% | $4,049+42.5% | $3,607+60.0% |
| Admin fee / account holder | $8,914 | $5,055+76.3% | $7,497+18.9% | $5,124+74.0% |