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 | $56,013 | $49,227+13.8% | $70,449-20.5% | $79,858-29.9% |
| Participation rate | 93.1% | 69.2%+23.9pp | 75.1%+18.0pp | 69.6%+23.5pp |
| Annual return | 5.51% | 30.06%-24.6pp | 109.03%-103.5pp | 31.71%-26.2pp |
| Employer contribution / active EE | $2,667 | $2,099+27.1% | $2,737-2.6% | $2,471+7.9% |
| Participant deferral / active EE | $4,566 | $2,768+65.0% | $3,709+23.1% | $3,740+22.1% |
| Admin fee / account holder | $8,808 | $2,878+206.0% | $3,845+129.1% | $5,306+66.0% |