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 | $78,891 | $58,828+34.1% | $77,999+1.1% | $62,891+25.4% |
| Participation rate | 96.3% | 71.1%+25.2pp | 75.5%+20.8pp | 69.3%+27.0pp |
| Annual return | 4.45% | 17.16%-12.7pp | 425.96%-421.5pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,130 | $1,672+27.4% | $2,470-13.8% | $2,281-6.6% |
| Participant deferral / active EE | $4,414 | $2,686+64.3% | $3,497+26.2% | $3,203+37.8% |
| Admin fee / account holder | $14,259 | $4,393+224.6% | $5,480+160.2% | $4,296+231.9% |