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 | $104,938 | $94,625+10.9% | $116,228-9.7% | $84,808+23.7% |
| Participation rate | 90.2% | 70.4%+19.7pp | 74.6%+15.6pp | 68.3%+21.9pp |
| Annual return | 10.78% | 20.40%-9.6pp | 90.06%-79.3pp | 40.90%-30.1pp |
| Employer contribution / active EE | $688 | $2,347-70.7% | $2,994-77.0% | $2,631-73.8% |
| Participant deferral / active EE | $4,922 | $3,972+23.9% | $4,953-0.6% | $4,212+16.9% |
| Admin fee / account holder | $15,939 | $10,091+57.9% | $11,989+32.9% | $7,344+117.0% |