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 | $77,576 | $49,227+57.6% | $70,449+10.1% | $79,858-2.9% |
| Participation rate | 83.8% | 69.2%+14.7pp | 75.1%+8.8pp | 69.6%+14.2pp |
| Annual return | 4.46% | 30.06%-25.6pp | 109.03%-104.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $3,135 | $2,099+49.4% | $2,737+14.6% | $2,471+26.9% |
| Participant deferral / active EE | $2,368 | $2,768-14.4% | $3,709-36.1% | $3,740-36.7% |
| Admin fee / account holder | $860 | $2,878-70.1% | $3,845-77.6% | $5,306-83.8% |