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 | $74,032 | $60,349+22.7% | $74,183-0.2% | $62,891+17.7% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 3.95% | 21.37%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $908 | $1,680-46.0% | $2,370-61.7% | $2,281-60.2% |
| Participant deferral / active EE | $4,728 | $2,856+65.6% | $3,550+33.2% | $3,203+47.6% |
| Admin fee / account holder | $3,006 | $4,261-29.5% | $5,586-46.2% | $4,296-30.0% |