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 | $66,841 | $53,127+25.8% | $86,590-22.8% | $70,131-4.7% |
| Participation rate | 71.1% | 65.3%+5.8pp | 73.5%-2.4pp | 69.5%+1.6pp |
| Annual return | 12.28% | 27.66%-15.4pp | 964.84%-952.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $421 | $2,068-79.6% | $2,839-85.2% | $2,342-82.0% |
| Participant deferral / active EE | $2,328 | $2,696-13.7% | $3,609-35.5% | $3,332-30.1% |
| Admin fee / account holder | $1,521 | $3,585-57.6% | $4,906-69.0% | $4,645-67.3% |