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 | $67,629 | $54,541+24.0% | $78,778-14.2% | $70,131-3.6% |
| Participation rate | 82.0% | 60.8%+21.2pp | 69.2%+12.8pp | 69.5%+12.5pp |
| Annual return | 10.93% | 21.07%-10.1pp | 35.62%-24.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,345 | $1,089+23.6% | $1,986-32.2% | $2,342-42.6% |
| Participant deferral / active EE | $3,884 | $2,210+75.7% | $2,958+31.3% | $3,332+16.6% |
| Admin fee / account holder | $20,033 | $3,709+440.2% | $5,134+290.2% | $4,645+331.3% |