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 | $96,267 | $78,705+22.3% | $117,854-18.3% | $70,131+37.3% |
| Participation rate | 93.8% | 73.2%+20.6pp | 79.7%+14.1pp | 69.5%+24.2pp |
| Annual return | 7.75% | 23.30%-15.5pp | 335.08%-327.3pp | 73.14%-65.4pp |
| Employer contribution / active EE | $2,813 | $2,223+26.5% | $3,786-25.7% | $2,342+20.1% |
| Participant deferral / active EE | $3,825 | $3,297+16.0% | $4,482-14.7% | $3,332+14.8% |
| Admin fee / account holder | $4,461 | $5,065-11.9% | $8,020-44.4% | $4,645-4.0% |