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 | $70,243 | $54,705+28.4% | $71,209-1.4% | $84,808-17.2% |
| Participation rate | 72.1% | 64.1%+8.0pp | 73.8%-1.7pp | 68.3%+3.8pp |
| Annual return | 12.11% | 35.90%-23.8pp | 282.51%-270.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $465 | $2,158-78.4% | $2,721-82.9% | $2,631-82.3% |
| Participant deferral / active EE | $2,312 | $3,030-23.7% | $4,175-44.6% | $4,212-45.1% |
| Admin fee / account holder | $2,164 | $4,863-55.5% | $5,349-59.6% | $7,344-70.5% |