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 | $59,333 | $54,762+8.3% | $90,281-34.3% | $72,985-18.7% |
| Participation rate | 93.1% | 65.1%+28.0pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 4.40% | 30.63%-26.2pp | 78.10%-73.7pp | 81.00%-76.6pp |
| Employer contribution / active EE | $5,267 | $2,092+151.7% | $2,854+84.5% | $2,440+115.9% |
| Participant deferral / active EE | $6,935 | $2,887+140.2% | $3,885+78.5% | $3,607+92.2% |
| Admin fee / account holder | $932 | $3,972-76.5% | $5,351-82.6% | $5,124-81.8% |