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 | $80,862 | $78,705+2.7% | $117,854-31.4% | $70,131+15.3% |
| Participation rate | 78.6% | 73.2%+5.4pp | 79.7%-1.1pp | 69.5%+9.0pp |
| Annual return | 10.99% | 23.30%-12.3pp | 335.08%-324.1pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,691 | $3,297-18.4% | $4,482-40.0% | $3,332-19.2% |
| Admin fee / account holder | $62,215 | $5,065+1128.2% | $8,020+675.7% | $4,645+1239.3% |