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 | $72,399 | $60,349+20.0% | $74,183-2.4% | $62,891+15.1% |
| Participation rate | 88.0% | 72.7%+15.3pp | 76.6%+11.4pp | 69.3%+18.7pp |
| Annual return | 4.27% | 21.37%-17.1pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $5,744 | $1,680+241.8% | $2,370+142.3% | $2,281+151.8% |
| Participant deferral / active EE | $4,865 | $2,856+70.3% | $3,550+37.1% | $3,203+51.9% |
| Admin fee / account holder | $526 | $4,261-87.7% | $5,586-90.6% | $4,296-87.8% |