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 | $94,299 | $79,557+18.5% | $118,746-20.6% | $70,131+34.5% |
| Participation rate | 93.0% | 71.4%+21.7pp | 78.3%+14.7pp | 69.5%+23.5pp |
| Annual return | 12.40% | 25.64%-13.2pp | 24.54%-12.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,203 | $2,861+46.9% | $4,193+0.2% | $2,342+79.4% |
| Participant deferral / active EE | $4,870 | $4,089+19.1% | $5,332-8.7% | $3,332+46.2% |
| Admin fee / account holder | $7,564 | $5,374+40.7% | $10,720-29.4% | $4,645+62.8% |