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 | $66,866 | $56,897+17.5% | $84,750-21.1% | $62,891+6.3% |
| Participation rate | 96.7% | 68.5%+28.1pp | 76.6%+20.1pp | 69.3%+27.4pp |
| Annual return | 4.17% | 6.30%-2.1pp | 22.78%-18.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,803 | $2,400+16.8% | $3,574-21.6% | $2,281+22.9% |
| Participant deferral / active EE | $7,492 | $2,709+176.6% | $3,712+101.9% | $3,203+133.9% |
| Admin fee / account holder | $42,765 | $3,581+1094.3% | $5,332+702.0% | $4,296+895.6% |