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 | $78,396 | $67,606+16.0% | $82,313-4.8% | $70,131+11.8% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 7.07% | 21.57%-14.5pp | 25.88%-18.8pp | 73.14%-66.1pp |
| Employer contribution / active EE | $1,222 | $1,755-30.4% | $2,428-49.7% | $2,342-47.9% |
| Participant deferral / active EE | $2,236 | $2,987-25.1% | $3,706-39.7% | $3,332-32.9% |
| Admin fee / account holder | $9,425 | $4,512+108.9% | $5,608+68.1% | $4,645+102.9% |