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 | $170,255 | $145,922+16.7% | $170,2550% | $145,922+16.7% |
| Participation rate | 92.3% | 80.3%+12.0pp | 92.3%0pp | 80.3%+12.0pp |
| Annual return | 7.82% | 561.29%-553.5pp | 7.82%0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,293 | $4,660-72.3% | $1,2930% | $4,660-72.3% |
| Participant deferral / active EE | $3,129 | $6,688-53.2% | $3,1290% | $6,688-53.2% |
| Admin fee / account holder | $7,293 | $13,397-45.6% | $7,2930% | $13,397-45.6% |