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 | $68,693 | $25,014+174.6% | $69,647-1.4% | $80,856-15.0% |
| Participation rate | 85.7% | 64.2%+21.5pp | 66.5%+19.3pp | 67.6%+18.1pp |
| Annual return | 10.70% | 19.07%-8.4pp | 100.48%-89.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $968 | $993-2.6% | $1,712-43.5% | $2,755-64.9% |
| Participant deferral / active EE | $4,838 | $1,839+163.1% | $2,886+67.6% | $4,296+12.6% |
| Admin fee / account holder | $6,378 | $2,488+156.3% | $4,713+35.3% | $6,918-7.8% |