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 | $79,547 | $65,395+21.6% | $182,532-56.4% | $72,985+9.0% |
| Participation rate | 87.5% | 65.4%+22.1pp | 78.0%+9.5pp | 69.5%+18.0pp |
| Annual return | 15.50% | 27.68%-12.2pp | 148.54%-133.0pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,412 | $1,911-26.1% | $4,076-65.3% | $2,440-42.1% |
| Participant deferral / active EE | $3,471 | $3,563-2.6% | $5,524-37.2% | $3,607-3.8% |
| Admin fee / account holder | $6,213 | $4,245+46.4% | $8,592-27.7% | $5,124+21.2% |