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 | $60,075 | $53,127+13.1% | $86,590-30.6% | $70,131-14.3% |
| Participation rate | 72.1% | 65.3%+6.8pp | 73.5%-1.5pp | 69.5%+2.6pp |
| Annual return | 8.77% | 27.66%-18.9pp | 964.84%-956.1pp | 73.14%-64.4pp |
| Employer contribution / active EE | $1,090 | $2,068-47.3% | $2,839-61.6% | $2,342-53.5% |
| Participant deferral / active EE | $1,708 | $2,696-36.7% | $3,609-52.7% | $3,332-48.7% |
| Admin fee / account holder | $1,211 | $3,585-66.2% | $4,906-75.3% | $4,645-73.9% |