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 | $69,177 | $77,899-11.2% | $149,673-53.8% | $75,163-8.0% |
| Participation rate | 94.9% | 65.6%+29.3pp | 78.8%+16.1pp | 67.2%+27.7pp |
| Annual return | 9.46% | 31.72%-22.3pp | 134.42%-125.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $4,777 | $3,137+52.3% | $4,818-0.8% | $2,670+78.9% |
| Participant deferral / active EE | $5,457 | $3,411+60.0% | $5,680-3.9% | $4,125+32.3% |
| Admin fee / account holder | $3,050 | $5,956-48.8% | $13,210-76.9% | $5,651-46.0% |