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 | $72,220 | $87,013-17.0% | $106,213-32.0% | $80,856-10.7% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.3%+14.7pp | 67.6%+22.4pp |
| Annual return | 7.69% | 17.05%-9.4pp | 116.14%-108.5pp | 35.59%-27.9pp |
| Employer contribution / active EE | $3,615 | $2,395+50.9% | $3,171+14.0% | $2,755+31.2% |
| Participant deferral / active EE | $4,762 | $3,986+19.5% | $5,016-5.1% | $4,296+10.8% |
| Admin fee / account holder | $8,587 | $8,431+1.8% | $11,033-22.2% | $6,918+24.1% |