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 | $74,708 | $59,839+24.8% | $81,983-8.9% | $79,858-6.4% |
| Participation rate | 82.1% | 61.6%+20.5pp | 69.2%+12.9pp | 69.6%+12.5pp |
| Annual return | 7.10% | 17.56%-10.5pp | 41.31%-34.2pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,090 | $2,695+88.9% | $3,722+36.8% | $3,740+36.1% |
| Admin fee / account holder | $41,697 | $4,287+872.6% | $5,664+636.2% | $5,306+685.8% |