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 | $59,601 | $20,316+193.4% | $66,042-9.8% | $74,304-19.8% |
| Participation rate | 98.1% | 62.8%+35.3pp | 67.5%+30.6pp | 60.3%+37.7pp |
| Annual return | 14.70% | 28.10%-13.4pp | 52.11%-37.4pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,114 | $745+183.8% | $1,579+33.8% | $2,241-5.7% |
| Participant deferral / active EE | $3,786 | $1,615+134.4% | $2,835+33.5% | $3,767+0.5% |
| Admin fee / account holder | $4,827 | $1,668+189.3% | $5,747-16.0% | $2,969+62.6% |