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 | $82,557 | $54,762+50.8% | $90,281-8.6% | $72,985+13.1% |
| Participation rate | 90.0% | 65.1%+24.9pp | 73.3%+16.7pp | 69.5%+20.5pp |
| Annual return | 5.00% | 30.63%-25.6pp | 78.10%-73.1pp | 81.00%-76.0pp |
| Employer contribution / active EE | $3,250 | $2,092+55.3% | $2,854+13.9% | $2,440+33.2% |
| Participant deferral / active EE | $3,880 | $2,887+34.4% | $3,885-0.1% | $3,607+7.6% |
| Admin fee / account holder | $2,087 | $3,972-47.5% | $5,351-61.0% | $5,124-59.3% |