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 | $59,212 | $58,927+0.5% | $76,817-22.9% | $72,985-18.9% |
| Participation rate | 96.3% | 67.3%+28.9pp | 72.1%+24.2pp | 69.5%+26.8pp |
| Annual return | 11.49% | 2305.64%-2294.2pp | 1166.11%-1154.6pp | 81.00%-69.5pp |
| Employer contribution / active EE | $2,951 | $1,787+65.2% | $2,302+28.2% | $2,440+21.0% |
| Participant deferral / active EE | $1,967 | $2,690-26.9% | $3,336-41.0% | $3,607-45.5% |
| Admin fee / account holder | $2,735 | $4,013-31.8% | $6,420-57.4% | $5,124-46.6% |