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 | $68,609 | $54,705+25.4% | $71,209-3.7% | $84,808-19.1% |
| Participation rate | 70.4% | 64.1%+6.3pp | 73.8%-3.4pp | 68.3%+2.1pp |
| Annual return | 12.38% | 35.90%-23.5pp | 282.51%-270.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,722 | $2,158+26.1% | $2,7210% | $2,631+3.4% |
| Participant deferral / active EE | $3,940 | $3,030+30.0% | $4,175-5.6% | $4,212-6.4% |
| Admin fee / account holder | $3,935 | $4,863-19.1% | $5,349-26.4% | $7,344-46.4% |