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 | $71,996 | $51,638+39.4% | $68,368+5.3% | $82,448-12.7% |
| Participation rate | 71.8% | 63.6%+8.2pp | 73.8%-2.0pp | 68.1%+3.7pp |
| Annual return | 12.25% | 37.53%-25.3pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,989 | $2,047+46.0% | $2,649+12.8% | $2,551+17.2% |
| Participant deferral / active EE | $1,660 | $2,914-43.0% | $4,123-59.7% | $4,139-59.9% |
| Admin fee / account holder | $847 | $4,643-81.8% | $5,150-83.5% | $7,234-88.3% |