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 | $85,798 | $71,050+20.8% | $93,606-8.3% | $80,856+6.1% |
| Participation rate | 94.3% | 60.4%+33.9pp | 68.7%+25.6pp | 67.6%+26.6pp |
| Annual return | 9.30% | 11.26%-2.0pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,517 | $1,564+124.9% | $2,420+45.3% | $2,755+27.7% |
| Participant deferral / active EE | $4,101 | $4,034+1.7% | $4,411-7.0% | $4,296-4.5% |
| Admin fee / account holder | $4,186 | $6,945-39.7% | $8,285-49.5% | $6,918-39.5% |