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 | $87,682 | $65,376+34.1% | $87,100+0.7% | $65,185+34.5% |
| Participation rate | 74.3% | 75.3%-1.0pp | 76.9%-2.6pp | 70.2%+4.1pp |
| Annual return | 2.84% | 31.27%-28.4pp | 28.19%-25.3pp | 29.38%-26.5pp |
| Employer contribution / active EE | $975 | $1,822-46.5% | $2,521-61.3% | $2,177-55.2% |
| Participant deferral / active EE | $4,530 | $3,388+33.7% | $4,049+11.9% | $3,514+28.9% |
| Admin fee / account holder | $8,948 | $520+1621.6% | $7,497+19.4% | $847+956.3% |