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 | $72,335 | $46,553+55.4% | $64,056+12.9% | $75,163-3.8% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 10.67% | 26.03%-15.4pp | 33.69%-23.0pp | 160.62%-150.0pp |
| Employer contribution / active EE | $2,065 | $1,974+4.6% | $2,747-24.8% | $2,670-22.6% |
| Participant deferral / active EE | $4,590 | $2,837+61.8% | $3,880+18.3% | $4,125+11.3% |
| Admin fee / account holder | $5,426 | $2,952+83.8% | $3,068+76.8% | $5,651-4.0% |