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 | $83,606 | $51,175+63.4% | $70,515+18.6% | $75,163+11.2% |
| Participation rate | 73.0% | 60.9%+12.0pp | 68.3%+4.6pp | 67.2%+5.8pp |
| Annual return | 11.37% | 30.02%-18.7pp | 32.77%-21.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $679 | $1,826-62.8% | $2,973-77.2% | $2,670-74.6% |
| Participant deferral / active EE | $2,797 | $2,849-1.8% | $4,567-38.8% | $4,125-32.2% |
| Admin fee / account holder | $8,143 | $4,091+99.1% | $6,412+27.0% | $5,651+44.1% |