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 5-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 | $84,398 | $117,983-28.5% | $101,794-17.1% | $142,382-40.7% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 8.59% | 36.92%-28.3pp | 30.53%-21.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,807 | $2,773-34.8% | $2,289-21.1% | $4,299-58.0% |
| Participant deferral / active EE | $5,088 | $4,714+7.9% | $4,084+24.6% | $6,507-21.8% |
| Admin fee / account holder | $10,718 | $10,433+2.7% | $8,777+22.1% | $12,624-15.1% |