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 | $50,979 | $45,035+13.2% | $62,995-19.1% | $70,131-27.3% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 9.21% | 18.76%-9.5pp | 87.57%-78.4pp | 73.14%-63.9pp |
| Employer contribution / active EE | $1,923 | $2,051-6.2% | $2,759-30.3% | $2,342-17.9% |
| Participant deferral / active EE | $3,517 | $2,465+42.7% | $3,329+5.6% | $3,332+5.6% |
| Admin fee / account holder | $1,974 | $2,834-30.4% | $3,600-45.2% | $4,645-57.5% |