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 | $82,867 | $56,277+47.2% | $80,975+2.3% | $62,891+31.8% |
| Participation rate | 84.2% | 69.0%+15.3pp | 75.8%+8.4pp | 69.3%+14.9pp |
| Annual return | 5.13% | 22.12%-17.0pp | 17.10%-12.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,061 | $1,943+57.6% | $3,714-17.6% | $2,281+34.2% |
| Participant deferral / active EE | $6,142 | $4,195+46.4% | $5,696+7.8% | $3,203+91.8% |
| Admin fee / account holder | $7,455 | $3,741+99.3% | $5,516+35.2% | $4,296+73.6% |