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 | $81,164 | $72,277+12.3% | $101,248-19.8% | $79,858+1.6% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 5.72% | 22.30%-16.6pp | 46.47%-40.8pp | 31.71%-26.0pp |
| Employer contribution / active EE | $616 | $2,692-77.1% | $3,660-83.2% | $2,471-75.1% |
| Participant deferral / active EE | $5,798 | $3,282+76.7% | $4,370+32.7% | $3,740+55.0% |
| Admin fee / account holder | $20,556 | $4,400+367.1% | $5,945+245.7% | $5,306+287.4% |