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 | $81,736 | $56,110+45.7% | $94,993-14.0% | $70,131+16.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 9.68% | 51.02%-41.3pp | 27.12%-17.4pp | 73.14%-63.5pp |
| Employer contribution / active EE | $4,316 | $1,442+199.3% | $2,603+65.8% | $2,342+84.3% |
| Participant deferral / active EE | $2,765 | $2,391+15.7% | $3,317-16.6% | $3,332-17.0% |
| Admin fee / account holder | $3,255 | $3,456-5.8% | $4,960-34.4% | $4,645-29.9% |