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 | $75,948 | $57,590+31.9% | $86,233-11.9% | $82,448-7.9% |
| Participation rate | 92.0% | 57.9%+34.1pp | 69.0%+23.0pp | 68.1%+23.9pp |
| Annual return | 11.29% | 22.41%-11.1pp | 61.39%-50.1pp | 41.64%-30.4pp |
| Employer contribution / active EE | $3,094 | $1,655+86.9% | $2,504+23.5% | $2,551+21.3% |
| Participant deferral / active EE | $5,620 | $3,080+82.5% | $4,559+23.3% | $4,139+35.8% |
| Admin fee / account holder | $21,090 | $4,730+345.8% | $8,342+152.8% | $7,234+191.5% |