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 | $85,501 | $60,349+41.7% | $74,183+15.3% | $62,891+36.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.90% | 21.37%-19.5pp | 17.74%-15.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $2,070 | $1,680+23.2% | $2,370-12.7% | $2,281-9.3% |
| Participant deferral / active EE | $3,855 | $2,856+35.0% | $3,550+8.6% | $3,203+20.4% |
| Admin fee / account holder | $6,523 | $4,261+53.1% | $5,586+16.8% | $4,296+51.9% |