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 | $64,490 | $63,346+1.8% | $92,233-30.1% | $70,131-8.0% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 6.97% | 530.12%-523.1pp | 176.28%-169.3pp | 73.14%-66.2pp |
| Employer contribution / active EE | $5,624 | $2,471+127.6% | $3,679+52.9% | $2,342+140.1% |
| Participant deferral / active EE | $1,196 | $2,854-58.1% | $3,897-69.3% | $3,332-64.1% |
| Admin fee / account holder | $4,793 | $3,840+24.8% | $5,194-7.7% | $4,645+3.2% |