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 | $85,015 | $68,719+23.7% | $91,541-7.1% | $84,808+0.2% |
| Participation rate | 95.9% | 64.5%+31.4pp | 69.8%+26.2pp | 68.3%+27.6pp |
| Annual return | 11.52% | 19.12%-7.6pp | 20.50%-9.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,004 | $1,920+4.4% | $2,505-20.0% | $2,631-23.8% |
| Participant deferral / active EE | $3,546 | $3,136+13.1% | $4,008-11.5% | $4,212-15.8% |
| Admin fee / account holder | $4,001 | $5,786-30.9% | $6,956-42.5% | $7,344-45.5% |