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 | $74,075 | $54,705+35.4% | $71,209+4.0% | $84,808-12.7% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 12.34% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,648 | $2,158+22.7% | $2,721-2.7% | $2,631+0.6% |
| Participant deferral / active EE | $4,639 | $3,030+53.1% | $4,175+11.1% | $4,212+10.1% |
| Admin fee / account holder | $6,652 | $4,863+36.8% | $5,349+24.4% | $7,344-9.4% |