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 | $88,550 | $109,881-19.4% | $150,045-41.0% | $84,808+4.4% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 13.96% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,404 | $3,561-32.5% | $4,693-48.8% | $2,631-8.6% |
| Participant deferral / active EE | $5,957 | $6,636-10.2% | $7,997-25.5% | $4,212+41.4% |
| Admin fee / account holder | $7,148 | $8,568-16.6% | $13,435-46.8% | $7,344-2.7% |