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 | $63,894 | $52,580+21.5% | $71,671-10.9% | $70,131-8.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.37% | 20.25%-8.9pp | 20.65%-9.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $654 | $1,616-59.5% | $2,460-73.4% | $2,342-72.1% |
| Participant deferral / active EE | $3,020 | $2,386+26.6% | $3,438-12.1% | $3,332-9.3% |
| Admin fee / account holder | $6,606 | $3,653+80.9% | $5,558+18.9% | $4,645+42.2% |