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 | $89,570 | $80,717+11.0% | $154,803-42.1% | $84,808+5.6% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 10.85% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $7,526 | $2,761+172.5% | $4,305+74.8% | $2,631+186.0% |
| Participant deferral / active EE | $5,796 | $3,303+75.5% | $5,540+4.6% | $4,212+37.6% |
| Admin fee / account holder | $4,205 | $6,746-37.7% | $14,329-70.7% | $7,344-42.7% |