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 | $87,955 | $76,050+15.7% | $96,544-8.9% | $71,457+23.1% |
| Participation rate | 90.8% | 74.4%+16.4pp | 76.0%+14.9pp | 67.9%+22.9pp |
| Annual return | 12.95% | 22.81%-9.9pp | 25.84%-12.9pp | 28.85%-15.9pp |
| Employer contribution / active EE | $2,371 | $2,244+5.7% | $2,965-20.0% | $2,588-8.4% |
| Participant deferral / active EE | $6,805 | $4,215+61.4% | $4,851+40.3% | $4,289+58.7% |
| Admin fee / account holder | $2,029 | $2,707-25.1% | $8,252-75.4% | $1,587+27.8% |