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 | $75,160 | $60,349+24.5% | $74,183+1.3% | $62,891+19.5% |
| Participation rate | 87.9% | 72.7%+15.2pp | 76.6%+11.3pp | 69.3%+18.6pp |
| Annual return | 2.69% | 21.37%-18.7pp | 17.74%-15.0pp | 20.14%-17.5pp |
| Employer contribution / active EE | $488 | $1,680-70.9% | $2,370-79.4% | $2,281-78.6% |
| Participant deferral / active EE | $5,698 | $2,856+99.5% | $3,550+60.5% | $3,203+77.9% |
| Admin fee / account holder | $2,693 | $4,261-36.8% | $5,586-51.8% | $4,296-37.3% |