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 | $94,689 | $67,606+40.1% | $82,313+15.0% | $70,131+35.0% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.4pp |
| Annual return | 8.40% | 21.57%-13.2pp | 25.88%-17.5pp | 73.14%-64.7pp |
| Employer contribution / active EE | $2,845 | $1,755+62.1% | $2,428+17.2% | $2,342+21.5% |
| Participant deferral / active EE | $4,025 | $2,987+34.8% | $3,706+8.6% | $3,332+20.8% |
| Admin fee / account holder | $1,636 | $4,512-63.7% | $5,608-70.8% | $4,645-64.8% |