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 | $25,450 | $25,014+1.7% | $69,647-63.5% | $80,856-68.5% |
| Participation rate | 77.8% | 64.2%+13.5pp | 66.5%+11.3pp | 67.6%+10.1pp |
| Annual return | 7.56% | 19.07%-11.5pp | 100.48%-92.9pp | 35.59%-28.0pp |
| Employer contribution / active EE | $2,038 | $993+105.2% | $1,712+19.0% | $2,755-26.0% |
| Participant deferral / active EE | $3,227 | $1,839+75.5% | $2,886+11.8% | $4,296-24.9% |
| Admin fee / account holder | $7,700 | $2,488+209.5% | $4,713+63.4% | $6,918+11.3% |