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 | $72,245 | $62,672+15.3% | $185,117-61.0% | $70,131+3.0% |
| Participation rate | 74.4% | 63.8%+10.6pp | 77.3%-2.8pp | 69.5%+4.9pp |
| Annual return | 10.37% | 40.79%-30.4pp | 40.50%-30.1pp | 73.14%-62.8pp |
| Employer contribution / active EE | $863 | $1,753-50.8% | $4,182-79.4% | $2,342-63.1% |
| Participant deferral / active EE | $2,613 | $3,272-20.1% | $5,045-48.2% | $3,332-21.6% |
| Admin fee / account holder | $16,827 | $3,932+328.0% | $8,159+106.2% | $4,645+262.2% |