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 | $71,537 | $65,376+9.4% | $87,100-17.9% | $65,185+9.7% |
| Participation rate | 97.1% | 75.3%+21.7pp | 76.9%+20.2pp | 70.2%+26.9pp |
| Annual return | 17.39% | 31.27%-13.9pp | 28.19%-10.8pp | 29.38%-12.0pp |
| Employer contribution / active EE | $892 | $1,822-51.0% | $2,521-64.6% | $2,177-59.0% |
| Participant deferral / active EE | $2,692 | $3,388-20.6% | $4,049-33.5% | $3,514-23.4% |
| Admin fee / account holder | $4,200 | $520+708.1% | $7,497-44.0% | $847+395.8% |