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 | $69,353 | $76,552-9.4% | $123,892-44.0% | $62,891+10.3% |
| Participation rate | 93.5% | 73.0%+20.6pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 5.08% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,202 | $2,883+11.1% | $4,617-30.7% | $2,281+40.4% |
| Participant deferral / active EE | $3,709 | $4,840-23.4% | $5,984-38.0% | $3,203+15.8% |
| Admin fee / account holder | $3,712 | $4,826-23.1% | $8,357-55.6% | $4,296-13.6% |