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 | $66,021 | $53,127+24.3% | $86,590-23.8% | $70,131-5.9% |
| Participation rate | 93.7% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 12.16% | 27.66%-15.5pp | 964.84%-952.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $2,590 | $2,068+25.2% | $2,839-8.8% | $2,342+10.6% |
| Participant deferral / active EE | $2,401 | $2,696-10.9% | $3,609-33.5% | $3,332-27.9% |
| Admin fee / account holder | $2,896 | $3,585-19.2% | $4,906-41.0% | $4,645-37.7% |