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 | $65,418 | $49,227+32.9% | $70,449-7.1% | $79,858-18.1% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 69.6%+28.1pp |
| Annual return | 4.60% | 30.06%-25.5pp | 109.03%-104.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $3,890 | $2,099+85.3% | $2,737+42.1% | $2,471+57.4% |
| Participant deferral / active EE | $1,299 | $2,768-53.1% | $3,709-65.0% | $3,740-65.3% |
| Admin fee / account holder | $5,546 | $2,878+92.7% | $3,845+44.2% | $5,306+4.5% |