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 | $71,630 | $54,541+31.3% | $78,778-9.1% | $70,131+2.1% |
| Participation rate | 96.0% | 60.8%+35.2pp | 69.2%+26.8pp | 69.5%+26.5pp |
| Annual return | 11.39% | 21.07%-9.7pp | 35.62%-24.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,999 | $1,089+175.5% | $1,986+51.0% | $2,342+28.0% |
| Participant deferral / active EE | $5,286 | $2,210+139.2% | $2,958+78.7% | $3,332+58.7% |
| Admin fee / account holder | $474 | $3,709-87.2% | $5,134-90.8% | $4,645-89.8% |