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 | $81,949 | $81,460+0.6% | $103,333-20.7% | $80,856+1.4% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 10.10% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,205 | $3,105-61.2% | $3,868-68.8% | $2,755-56.2% |
| Participant deferral / active EE | $5,008 | $3,869+29.4% | $5,057-1.0% | $4,296+16.6% |
| Admin fee / account holder | $9,919 | $6,566+51.1% | $8,355+18.7% | $6,918+43.4% |