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 | $61,013 | $58,512+4.3% | $84,015-27.4% | $72,985-16.4% |
| Participation rate | 71.8% | 61.2%+10.6pp | 69.0%+2.8pp | 69.5%+2.3pp |
| Annual return | 11.86% | 28.93%-17.1pp | 71.31%-59.4pp | 81.00%-69.1pp |
| Employer contribution / active EE | $264 | $1,163-77.3% | $1,983-86.7% | $2,440-89.2% |
| Participant deferral / active EE | $1,452 | $2,394-39.3% | $3,239-55.2% | $3,607-59.7% |
| Admin fee / account holder | $8,463 | $4,569+85.2% | $6,101+38.7% | $5,124+65.1% |