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 | $69,529 | $60,349+15.2% | $74,183-6.3% | $62,891+10.6% |
| Participation rate | 91.4% | 72.7%+18.7pp | 76.6%+14.8pp | 69.3%+22.1pp |
| Annual return | 2.22% | 21.37%-19.2pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $523 | $1,680-68.9% | $2,370-77.9% | $2,281-77.1% |
| Participant deferral / active EE | $4,227 | $2,856+48.0% | $3,550+19.1% | $3,203+32.0% |
| Admin fee / account holder | $6,157 | $4,261+44.5% | $5,586+10.2% | $4,296+43.3% |