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 | $68,368 | $58,512+16.8% | $84,015-18.6% | $72,985-6.3% |
| Participation rate | 97.5% | 61.2%+36.2pp | 69.0%+28.5pp | 69.5%+28.0pp |
| Annual return | 11.42% | 28.93%-17.5pp | 71.31%-59.9pp | 81.00%-69.6pp |
| Employer contribution / active EE | $2,039 | $1,163+75.3% | $1,983+2.8% | $2,440-16.4% |
| Participant deferral / active EE | $2,379 | $2,394-0.6% | $3,239-26.6% | $3,607-34.1% |
| Admin fee / account holder | $29,156 | $4,569+538.1% | $6,101+377.9% | $5,124+469.0% |