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 | $63,181 | $67,606-6.5% | $82,313-23.2% | $70,131-9.9% |
| Participation rate | 83.1% | 72.8%+10.3pp | 76.9%+6.2pp | 69.5%+13.5pp |
| Annual return | 6.28% | 21.57%-15.3pp | 25.88%-19.6pp | 73.14%-66.9pp |
| Employer contribution / active EE | $2,521 | $1,755+43.7% | $2,428+3.8% | $2,342+7.6% |
| Participant deferral / active EE | $3,738 | $2,987+25.1% | $3,706+0.9% | $3,332+12.2% |
| Admin fee / account holder | $5,414 | $4,512+20.0% | $5,608-3.5% | $4,645+16.5% |