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 | $75,438 | $96,484-21.8% | $156,263-51.7% | $74,304+1.5% |
| Participation rate | 90.7% | 67.7%+23.1pp | 78.9%+11.8pp | 60.3%+30.4pp |
| Annual return | 12.19% | 17.73%-5.5pp | 59.47%-47.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,569 | $2,528-37.9% | $4,333-63.8% | $2,241-30.0% |
| Participant deferral / active EE | $3,831 | $4,286-10.6% | $6,158-37.8% | $3,767+1.7% |
| Admin fee / account holder | $3,987 | $3,728+7.0% | $14,255-72.0% | $2,969+34.3% |