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 | $66,104 | $58,512+13.0% | $84,015-21.3% | $72,985-9.4% |
| Participation rate | 79.7% | 61.2%+18.5pp | 69.0%+10.7pp | 69.5%+10.2pp |
| Annual return | 16.40% | 28.93%-12.5pp | 71.31%-54.9pp | 81.00%-64.6pp |
| Employer contribution / active EE | $497 | $1,163-57.3% | $1,983-74.9% | $2,440-79.6% |
| Participant deferral / active EE | $3,066 | $2,394+28.1% | $3,239-5.3% | $3,607-15.0% |
| Admin fee / account holder | $26,151 | $4,569+472.4% | $6,101+328.7% | $5,124+410.3% |