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 | $92,191 | $83,477+10.4% | $125,175-26.4% | $72,985+26.3% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.5%+27.0pp |
| Annual return | 14.60% | 25.78%-11.2pp | 43.79%-29.2pp | 81.00%-66.4pp |
| Employer contribution / active EE | $5,359 | $2,345+128.5% | $3,865+38.6% | $2,440+119.6% |
| Participant deferral / active EE | $7,609 | $3,585+112.2% | $4,937+54.1% | $3,607+110.9% |
| Admin fee / account holder | $10,300 | $5,517+86.7% | $9,702+6.2% | $5,124+101.0% |