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 5-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 | $76,494 | $63,764+20.0% | $81,930-6.6% | $79,858-4.2% |
| Participation rate | 83.3% | 67.5%+15.8pp | 72.0%+11.3pp | 69.6%+13.7pp |
| Annual return | 8.11% | 22.66%-14.5pp | 29.49%-21.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $2,290 | $1,795+27.5% | $4,310-46.9% | $2,471-7.3% |
| Participant deferral / active EE | $3,253 | $2,780+17.0% | $7,107-54.2% | $3,740-13.0% |
| Admin fee / account holder | $8,354 | $4,426+88.7% | $5,158+62.0% | $5,306+57.4% |