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 | $75,190 | $65,395+15.0% | $182,532-58.8% | $72,985+3.0% |
| Participation rate | 73.2% | 65.4%+7.7pp | 78.0%-4.8pp | 69.5%+3.7pp |
| Annual return | 15.68% | 27.68%-12.0pp | 148.54%-132.9pp | 81.00%-65.3pp |
| Employer contribution / active EE | $852 | $1,911-55.4% | $4,076-79.1% | $2,440-65.1% |
| Participant deferral / active EE | $3,009 | $3,563-15.5% | $5,524-45.5% | $3,607-16.6% |
| Admin fee / account holder | $12,253 | $4,245+188.7% | $8,592+42.6% | $5,124+139.1% |