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 | $92,058 | $83,477+10.3% | $125,175-26.5% | $72,985+26.1% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 13.56% | 25.78%-12.2pp | 43.79%-30.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $5,155 | $2,345+119.8% | $3,865+33.4% | $2,440+111.3% |
| Participant deferral / active EE | $3,130 | $3,585-12.7% | $4,937-36.6% | $3,607-13.2% |
| Admin fee / account holder | $4,873 | $5,517-11.7% | $9,702-49.8% | $5,124-4.9% |