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 | $61,404 | $60,022+2.3% | $88,946-31.0% | $84,808-27.6% |
| Participation rate | 87.0% | 57.8%+29.1pp | 68.8%+18.1pp | 68.3%+18.6pp |
| Annual return | 11.72% | 22.43%-10.7pp | 57.82%-46.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,456 | $1,703+44.3% | $2,555-3.9% | $2,631-6.6% |
| Participant deferral / active EE | $5,917 | $3,114+90.0% | $4,581+29.2% | $4,212+40.5% |
| Admin fee / account holder | $19,811 | $4,811+311.8% | $8,261+139.8% | $7,344+169.8% |