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 | $74,272 | $57,828+28.4% | $117,039-36.5% | $70,131+5.9% |
| Participation rate | 94.6% | 67.1%+27.5pp | 77.2%+17.4pp | 69.5%+25.1pp |
| Annual return | 7.38% | 17.55%-10.2pp | 18.95%-11.6pp | 73.14%-65.8pp |
| Employer contribution / active EE | $3,983 | $1,816+119.3% | $3,785+5.2% | $2,342+70.0% |
| Participant deferral / active EE | $3,472 | $2,438+42.4% | $3,929-11.6% | $3,332+4.2% |
| Admin fee / account holder | $11,777 | $3,548+231.9% | $5,974+97.1% | $4,645+153.5% |