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 | $72,135 | $77,314-6.7% | $177,989-59.5% | $80,856-10.8% |
| Participation rate | 97.6% | 65.7%+31.9pp | 77.1%+20.5pp | 67.6%+29.9pp |
| Annual return | 8.53% | 18.09%-9.6pp | 294.48%-286.0pp | 35.59%-27.1pp |
| Employer contribution / active EE | $4,655 | $2,292+103.1% | $3,949+17.9% | $2,755+69.0% |
| Participant deferral / active EE | $4,958 | $4,411+12.4% | $6,276-21.0% | $4,296+15.4% |
| Admin fee / account holder | $5,728 | $7,191-20.3% | $10,363-44.7% | $6,918-17.2% |