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 | $65,932 | $48,364+36.3% | $71,796-8.2% | $62,891+4.8% |
| Participation rate | 79.3% | 60.6%+18.7pp | 69.1%+10.2pp | 69.3%+10.0pp |
| Annual return | 2.75% | 13.16%-10.4pp | 78.04%-75.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $875 | $1,042-16.0% | $1,924-54.5% | $2,281-61.6% |
| Participant deferral / active EE | $2,680 | $2,091+28.1% | $2,794-4.1% | $3,203-16.3% |
| Admin fee / account holder | $5,323 | $3,771+41.2% | $4,815+10.6% | $4,296+23.9% |