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 | $86,123 | $76,552+12.5% | $123,892-30.5% | $62,891+36.9% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 5.83% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,058 | $2,883+6.1% | $4,617-33.8% | $2,281+34.1% |
| Participant deferral / active EE | $6,720 | $4,840+38.9% | $5,984+12.3% | $3,203+109.8% |
| Admin fee / account holder | $8,909 | $4,826+84.6% | $8,357+6.6% | $4,296+107.4% |