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 | $59,189 | $47,944+23.5% | $67,834-12.7% | $62,891-5.9% |
| Participation rate | 74.1% | 61.1%+13.1pp | 68.8%+5.3pp | 69.3%+4.8pp |
| Annual return | 3.73% | 11.77%-8.0pp | 138.47%-134.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,168 | $1,562-25.2% | $2,403-51.4% | $2,281-48.8% |
| Participant deferral / active EE | $1,653 | $2,247-26.4% | $3,160-47.7% | $3,203-48.4% |
| Admin fee / account holder | $6,980 | $3,712+88.0% | $4,622+51.0% | $4,296+62.5% |