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 | $65,104 | $46,553+39.9% | $64,056+1.6% | $75,163-13.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 6.50% | 26.03%-19.5pp | 33.69%-27.2pp | 160.62%-154.1pp |
| Employer contribution / active EE | $2,382 | $1,974+20.7% | $2,747-13.3% | $2,670-10.8% |
| Participant deferral / active EE | $3,353 | $2,837+18.2% | $3,880-13.6% | $4,125-18.7% |
| Admin fee / account holder | $5,796 | $2,952+96.3% | $3,068+88.9% | $5,651+2.6% |