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 | $51,641 | $46,553+10.9% | $64,056-19.4% | $75,163-31.3% |
| Participation rate | 97.6% | 65.9%+31.6pp | 72.3%+25.3pp | 67.2%+30.4pp |
| Annual return | 10.22% | 26.03%-15.8pp | 33.69%-23.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $4,342 | $1,974+120.0% | $2,747+58.1% | $2,670+62.6% |
| Participant deferral / active EE | $5,690 | $2,837+100.6% | $3,880+46.7% | $4,125+37.9% |
| Admin fee / account holder | $1,218 | $2,952-58.7% | $3,068-60.3% | $5,651-78.4% |