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 | $59,199 | $54,705+8.2% | $71,209-16.9% | $84,808-30.2% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 10.76% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,789 | $2,158+75.6% | $2,721+39.3% | $2,631+44.0% |
| Participant deferral / active EE | $4,072 | $3,030+34.4% | $4,175-2.5% | $4,212-3.3% |
| Admin fee / account holder | $6,636 | $4,863+36.5% | $5,349+24.1% | $7,344-9.6% |