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 | $73,623 | $109,881-33.0% | $150,045-50.9% | $84,808-13.2% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 5.48% | 28.25%-22.8pp | 62.55%-57.1pp | 40.90%-35.4pp |
| Employer contribution / active EE | $2,861 | $3,561-19.7% | $4,693-39.0% | $2,631+8.7% |
| Participant deferral / active EE | $8,305 | $6,636+25.2% | $7,997+3.9% | $4,212+97.2% |
| Admin fee / account holder | $4,795 | $8,568-44.0% | $13,435-64.3% | $7,344-34.7% |