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 | $61,320 | $60,349+1.6% | $74,183-17.3% | $62,891-2.5% |
| Participation rate | 96.6% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 4.42% | 21.37%-17.0pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $4,483 | $1,680+166.8% | $2,370+89.1% | $2,281+96.5% |
| Participant deferral / active EE | $2,801 | $2,856-1.9% | $3,550-21.1% | $3,203-12.5% |
| Admin fee / account holder | $5,974 | $4,261+40.2% | $5,586+7.0% | $4,296+39.1% |