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 | $60,437 | $76,367-20.9% | $93,606-35.4% | $72,985-17.2% |
| Participation rate | 70.9% | 71.7%-0.9pp | 75.8%-4.9pp | 69.5%+1.4pp |
| Annual return | 10.94% | 25.82%-14.9pp | 32.76%-21.8pp | 81.00%-70.1pp |
| Employer contribution / active EE | $710 | $2,275-68.8% | $2,718-73.9% | $2,440-70.9% |
| Participant deferral / active EE | $2,575 | $3,538-27.2% | $4,069-36.7% | $3,607-28.6% |
| Admin fee / account holder | $18,321 | $6,838+167.9% | $7,888+132.3% | $5,124+257.5% |