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 | $108,647 | $83,477+30.2% | $125,175-13.2% | $72,985+48.9% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.5%+28.0pp |
| Annual return | 14.40% | 25.78%-11.4pp | 43.79%-29.4pp | 81.00%-66.6pp |
| Employer contribution / active EE | $2,657 | $2,345+13.3% | $3,865-31.3% | $2,440+8.9% |
| Participant deferral / active EE | $4,989 | $3,585+39.2% | $4,937+1.1% | $3,607+38.3% |
| Admin fee / account holder | $3,745 | $5,517-32.1% | $9,702-61.4% | $5,124-26.9% |