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 | $73,572 | $56,277+30.7% | $80,975-9.1% | $62,891+17.0% |
| Participation rate | 96.3% | 69.0%+27.3pp | 75.8%+20.5pp | 69.3%+27.0pp |
| Annual return | 5.40% | 22.12%-16.7pp | 17.10%-11.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,934 | $1,943+51.0% | $3,714-21.0% | $2,281+28.6% |
| Participant deferral / active EE | $4,873 | $4,195+16.2% | $5,696-14.5% | $3,203+52.1% |
| Admin fee / account holder | $614 | $3,741-83.6% | $5,516-88.9% | $4,296-85.7% |