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 | $75,255 | $72,492+3.8% | $87,100-13.6% | $72,985+3.1% |
| Participation rate | 85.1% | 72.8%+12.3pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 12.02% | 24.46%-12.4pp | 28.19%-16.2pp | 81.00%-69.0pp |
| Employer contribution / active EE | $2,529 | $1,894+33.5% | $2,521+0.3% | $2,440+3.7% |
| Participant deferral / active EE | $5,120 | $3,270+56.6% | $4,049+26.5% | $3,607+41.9% |
| Admin fee / account holder | $15,324 | $5,055+203.2% | $7,497+104.4% | $5,124+199.0% |