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 | $74,629 | $54,705+36.4% | $71,209+4.8% | $84,808-12.0% |
| Participation rate | 70.3% | 64.1%+6.2pp | 73.8%-3.5pp | 68.3%+2.0pp |
| Annual return | 11.36% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,273 | $2,158-41.0% | $2,721-53.2% | $2,631-51.6% |
| Participant deferral / active EE | $1,692 | $3,030-44.2% | $4,175-59.5% | $4,212-59.8% |
| Admin fee / account holder | $48,539 | $4,863+898.0% | $5,349+807.5% | $7,344+561.0% |