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 | $72,194 | $54,762+31.8% | $90,281-20.0% | $72,985-1.1% |
| Participation rate | 71.9% | 65.1%+6.7pp | 73.3%-1.4pp | 69.5%+2.4pp |
| Annual return | 7.60% | 30.63%-23.0pp | 78.10%-70.5pp | 81.00%-73.4pp |
| Employer contribution / active EE | $1,192 | $2,092-43.0% | $2,854-58.2% | $2,440-51.1% |
| Participant deferral / active EE | $2,781 | $2,887-3.7% | $3,885-28.4% | $3,607-22.9% |
| Admin fee / account holder | $6,407 | $3,972+61.3% | $5,351+19.7% | $5,124+25.0% |