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 | $74,785 | $54,573+37.0% | $90,951-17.8% | $73,488+1.8% |
| Participation rate | 74.1% | 61.2%+12.9pp | 69.0%+5.1pp | 70.7%+3.4pp |
| Annual return | 10.22% | 16.69%-6.5pp | 134.60%-124.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $1,054 | $991+6.3% | $2,122-50.3% | $2,270-53.6% |
| Participant deferral / active EE | $2,790 | $2,517+10.8% | $3,373-17.3% | $3,740-25.4% |
| Admin fee / account holder | $6,457 | $521+1138.2% | $5,959+8.4% | $513+1158.4% |