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 | $83,433 | $64,480+29.4% | $81,382+2.5% | $80,856+3.2% |
| Participation rate | 90.9% | 63.9%+27.0pp | 69.5%+21.4pp | 67.6%+23.3pp |
| Annual return | 7.86% | 16.34%-8.5pp | 24.73%-16.9pp | 35.59%-27.7pp |
| Employer contribution / active EE | $3,661 | $1,978+85.0% | $2,463+48.6% | $2,755+32.9% |
| Participant deferral / active EE | $6,402 | $3,094+106.9% | $3,883+64.9% | $4,296+49.0% |
| Admin fee / account holder | $12,580 | $5,671+121.8% | $5,768+118.1% | $6,918+81.8% |