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 | $78,745 | $58,512+34.6% | $84,015-6.3% | $72,985+7.9% |
| Participation rate | 98.8% | 61.2%+37.5pp | 69.0%+29.7pp | 69.5%+29.3pp |
| Annual return | 13.56% | 28.93%-15.4pp | 71.31%-57.7pp | 81.00%-67.4pp |
| Employer contribution / active EE | $2,820 | $1,163+142.5% | $1,983+42.2% | $2,440+15.6% |
| Participant deferral / active EE | $5,708 | $2,394+138.5% | $3,239+76.3% | $3,607+58.2% |
| Admin fee / account holder | $1,657 | $4,569-63.7% | $6,101-72.8% | $5,124-67.7% |