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 | $63,014 | $53,127+18.6% | $86,590-27.2% | $70,131-10.1% |
| Participation rate | 70.3% | 65.3%+5.0pp | 73.5%-3.3pp | 69.5%+0.7pp |
| Annual return | 12.35% | 27.66%-15.3pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $538 | $2,068-74.0% | $2,839-81.0% | $2,342-77.0% |
| Participant deferral / active EE | $2,156 | $2,696-20.0% | $3,609-40.3% | $3,332-35.3% |
| Admin fee / account holder | $8,128 | $3,585+126.7% | $4,906+65.7% | $4,645+75.0% |