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 | $73,978 | $64,348+15.0% | $90,160-17.9% | $70,131+5.5% |
| Participation rate | 96.4% | 70.4%+26.0pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 14.21% | 28.13%-13.9pp | 34.88%-20.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,547 | $2,046+73.4% | $3,318+6.9% | $2,342+51.4% |
| Participant deferral / active EE | $1,982 | $4,389-54.8% | $5,288-62.5% | $3,332-40.5% |
| Admin fee / account holder | $2,647 | $3,944-32.9% | $5,943-55.5% | $4,645-43.0% |