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 | $94,687 | $73,933+28.1% | $96,683-2.1% | $75,163+26.0% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | 9.86% | 26.70%-16.8pp | 35.69%-25.8pp | 160.62%-150.8pp |
| Employer contribution / active EE | $4,169 | $2,928+42.4% | $3,737+11.6% | $2,670+56.1% |
| Participant deferral / active EE | $7,267 | $3,659+98.6% | $4,878+49.0% | $4,125+76.2% |
| Admin fee / account holder | $3,825 | $5,216-26.7% | $6,730-43.2% | $5,651-32.3% |