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 | $75,213 | $51,175+47.0% | $70,515+6.7% | $75,163+0.1% |
| Participation rate | 96.7% | 60.9%+35.7pp | 68.3%+28.3pp | 67.2%+29.5pp |
| Annual return | 10.93% | 30.02%-19.1pp | 32.77%-21.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $9,148 | $1,826+401.0% | $2,973+207.7% | $2,670+242.6% |
| Participant deferral / active EE | $2,172 | $2,849-23.8% | $4,567-52.4% | $4,125-47.3% |
| Admin fee / account holder | $8,226 | $4,091+101.1% | $6,412+28.3% | $5,651+45.6% |