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 | $73,854 | $46,869+57.6% | $122,332-39.6% | $70,131+5.3% |
| Participation rate | 97.4% | 58.2%+39.2pp | 71.6%+25.8pp | 69.5%+27.9pp |
| Annual return | 12.35% | 24.22%-11.9pp | 30.27%-17.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,855 | $1,288+121.7% | $4,050-29.5% | $2,342+21.9% |
| Participant deferral / active EE | $4,646 | $2,166+114.4% | $3,287+41.3% | $3,332+39.4% |
| Admin fee / account holder | $4,661 | $3,322+40.3% | $5,478-14.9% | $4,645+0.3% |