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 | $82,120 | $72,277+13.6% | $101,248-18.9% | $79,858+2.8% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.8%+21.8pp | 69.6%+27.9pp |
| Annual return | 5.71% | 22.30%-16.6pp | 46.47%-40.8pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,556 | $2,692-42.2% | $3,660-57.5% | $2,471-37.0% |
| Participant deferral / active EE | $3,758 | $3,282+14.5% | $4,370-14.0% | $3,740+0.5% |
| Admin fee / account holder | $3,112 | $4,400-29.3% | $5,945-47.7% | $5,306-41.4% |