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 3-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 | $62,068 | $45,035+37.8% | $62,995-1.5% | $70,131-11.5% |
| Participation rate | 73.4% | 69.5%+3.9pp | 74.8%-1.4pp | 69.5%+3.9pp |
| Annual return | 9.61% | 18.76%-9.1pp | 87.57%-78.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,171 | $2,465+28.7% | $3,329-4.8% | $3,332-4.8% |
| Admin fee / account holder | $848 | $2,834-70.1% | $3,600-76.4% | $4,645-81.7% |