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 | $75,645 | $84,233-10.2% | $170,442-55.6% | $70,131+7.9% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 4.72% | 23.06%-18.3pp | 205.93%-201.2pp | 73.14%-68.4pp |
| Employer contribution / active EE | $1,517 | $3,387-55.2% | $5,433-72.1% | $2,342-35.2% |
| Participant deferral / active EE | $3,199 | $3,086+3.7% | $4,939-35.2% | $3,332-4.0% |
| Admin fee / account holder | $78,104 | $5,698+1270.7% | $13,880+462.7% | $4,645+1581.3% |