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 | $84,749 | $79,944+6.0% | $98,439-13.9% | $75,163+12.8% |
| Participation rate | 90.7% | 70.4%+20.3pp | 75.2%+15.5pp | 67.2%+23.5pp |
| Annual return | 12.58% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,880 | $2,264+27.2% | $3,048-5.5% | $2,670+7.9% |
| Participant deferral / active EE | $4,494 | $3,752+19.8% | $4,738-5.1% | $4,125+8.9% |
| Admin fee / account holder | $2,940 | $6,840-57.0% | $8,948-67.1% | $5,651-48.0% |