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 | $71,474 | $68,719+4.0% | $91,541-21.9% | $84,808-15.7% |
| Participation rate | 95.3% | 64.5%+30.8pp | 69.8%+25.6pp | 68.3%+27.0pp |
| Annual return | 11.20% | 19.12%-7.9pp | 20.50%-9.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $427 | $1,920-77.7% | $2,505-82.9% | $2,631-83.8% |
| Participant deferral / active EE | $1,264 | $3,136-59.7% | $4,008-68.5% | $4,212-70.0% |
| Admin fee / account holder | $7,963 | $5,786+37.6% | $6,956+14.5% | $7,344+8.4% |