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 | $65,823 | $45,035+46.2% | $62,995+4.5% | $70,131-6.1% |
| Participation rate | 91.8% | 69.5%+22.2pp | 74.8%+16.9pp | 69.5%+22.2pp |
| Annual return | 10.20% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $4,079 | $2,051+98.8% | $2,759+47.8% | $2,342+74.1% |
| Participant deferral / active EE | $4,181 | $2,465+69.6% | $3,329+25.6% | $3,332+25.5% |
| Admin fee / account holder | $4,682 | $2,834+65.2% | $3,600+30.1% | $4,645+0.8% |