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 | $73,904 | $59,101+25.0% | $77,163-4.2% | $75,163-1.7% |
| Participation rate | 93.6% | 63.9%+29.8pp | 69.6%+24.0pp | 67.2%+26.4pp |
| Annual return | 6.96% | 26.71%-19.7pp | 37.87%-30.9pp | 160.62%-153.7pp |
| Employer contribution / active EE | $3,064 | $1,995+53.6% | $2,535+20.9% | $2,670+14.8% |
| Participant deferral / active EE | $5,366 | $2,999+78.9% | $3,833+40.0% | $4,125+30.1% |
| Admin fee / account holder | $2,126 | $4,774-55.5% | $5,472-61.2% | $5,651-62.4% |