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 | $69,338 | $60,349+14.9% | $74,183-6.5% | $62,891+10.3% |
| Participation rate | 91.9% | 72.7%+19.2pp | 76.6%+15.3pp | 69.3%+22.6pp |
| Annual return | -1.81% | 21.37%-23.2pp | 17.74%-19.5pp | 20.14%-22.0pp |
| Employer contribution / active EE | $2,919 | $1,680+73.7% | $2,370+23.2% | $2,281+28.0% |
| Participant deferral / active EE | $3,554 | $2,856+24.4% | $3,550+0.1% | $3,203+11.0% |
| Admin fee / account holder | $1,820 | $4,261-57.3% | $5,586-67.4% | $4,296-57.6% |