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 | $81,172 | $65,365+24.2% | $92,893-12.6% | $72,985+11.2% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.0%+21.3pp | 69.5%+27.8pp |
| Annual return | 14.98% | 42.10%-27.1pp | 109.41%-94.4pp | 81.00%-66.0pp |
| Employer contribution / active EE | $3,041 | $2,594+17.2% | $3,653-16.7% | $2,440+24.6% |
| Participant deferral / active EE | $5,255 | $3,128+68.0% | $4,236+24.0% | $3,607+45.7% |
| Admin fee / account holder | $6,831 | $4,251+60.7% | $5,794+17.9% | $5,124+33.3% |