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 | $77,626 | $58,512+32.7% | $84,015-7.6% | $72,985+6.4% |
| Participation rate | 93.5% | 61.2%+32.3pp | 69.0%+24.5pp | 69.5%+24.0pp |
| Annual return | 6.26% | 28.93%-22.7pp | 71.31%-65.0pp | 81.00%-74.7pp |
| Employer contribution / active EE | $659 | $1,163-43.3% | $1,983-66.8% | $2,440-73.0% |
| Participant deferral / active EE | $5,576 | $2,394+132.9% | $3,239+72.2% | $3,607+54.6% |
| Admin fee / account holder | $735 | $4,569-83.9% | $6,101-88.0% | $5,124-85.7% |