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 | $73,078 | $72,492+0.8% | $87,100-16.1% | $72,985+0.1% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 15.24% | 24.46%-9.2pp | 28.19%-12.9pp | 81.00%-65.8pp |
| Employer contribution / active EE | $4,912 | $1,894+159.3% | $2,521+94.8% | $2,440+101.3% |
| Participant deferral / active EE | $5,501 | $3,270+68.2% | $4,049+35.9% | $3,607+52.5% |
| Admin fee / account holder | $48,469 | $5,055+858.9% | $7,497+546.5% | $5,124+845.9% |