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 5-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 | $65,479 | $86,929-24.7% | $102,423-36.1% | $80,856-19.0% |
| Participation rate | 87.0% | 72.4%+14.6pp | 76.5%+10.5pp | 67.6%+19.3pp |
| Annual return | 7.97% | 18.88%-10.9pp | 29.32%-21.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $3,251 | $2,369+37.2% | $3,023+7.5% | $2,755+18.0% |
| Participant deferral / active EE | $5,405 | $4,118+31.2% | $5,053+7.0% | $4,296+25.8% |
| Admin fee / account holder | $11,596 | $8,049+44.1% | $9,451+22.7% | $6,918+67.6% |