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 | $63,491 | $54,762+15.9% | $90,281-29.7% | $72,985-13.0% |
| Participation rate | 77.1% | 65.1%+12.0pp | 73.3%+3.8pp | 69.5%+7.6pp |
| Annual return | 13.64% | 30.63%-17.0pp | 78.10%-64.5pp | 81.00%-67.4pp |
| Employer contribution / active EE | $3,415 | $2,092+63.2% | $2,854+19.6% | $2,440+40.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,141 | $3,972+79.8% | $5,351+33.4% | $5,124+39.3% |