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 | $54,705+31.6% | $71,209+1.1% | $84,808-15.1% |
| Participation rate | 71.8% | 64.1%+7.7pp | 73.8%-2.0pp | 68.3%+3.5pp |
| Annual return | 12.25% | 35.90%-23.6pp | 282.51%-270.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,989 | $2,158+38.5% | $2,721+9.8% | $2,631+13.6% |
| Participant deferral / active EE | $1,660 | $3,030-45.2% | $4,175-60.2% | $4,212-60.6% |
| Admin fee / account holder | $847 | $4,863-82.6% | $5,349-84.2% | $7,344-88.5% |