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 | $66,049 | $59,839+10.4% | $81,983-19.4% | $79,858-17.3% |
| Participation rate | 95.2% | 61.6%+33.5pp | 69.2%+25.9pp | 69.6%+25.5pp |
| Annual return | 5.47% | 17.56%-12.1pp | 41.31%-35.8pp | 31.71%-26.2pp |
| Employer contribution / active EE | $4,144 | $1,713+141.9% | $2,498+65.9% | $2,471+67.7% |
| Participant deferral / active EE | $6,488 | $2,695+140.7% | $3,722+74.3% | $3,740+73.5% |
| Admin fee / account holder | $12,879 | $4,287+200.4% | $5,664+127.4% | $5,306+142.7% |