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 | $68,633 | $63,764+7.6% | $81,930-16.2% | $79,858-14.1% |
| Participation rate | 88.2% | 67.5%+20.7pp | 72.0%+16.2pp | 69.6%+18.6pp |
| Annual return | 7.70% | 22.66%-15.0pp | 29.49%-21.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,139 | $1,795-36.6% | $4,310-73.6% | $2,471-53.9% |
| Participant deferral / active EE | $1,829 | $2,780-34.2% | $7,107-74.3% | $3,740-51.1% |
| Admin fee / account holder | $4,849 | $4,426+9.5% | $5,158-6.0% | $5,306-8.6% |