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 | $70,913 | $53,127+33.5% | $86,590-18.1% | $70,131+1.1% |
| Participation rate | 70.0% | 65.3%+4.7pp | 73.5%-3.5pp | 69.5%+0.5pp |
| Annual return | 12.16% | 27.66%-15.5pp | 964.84%-952.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $2,937 | $2,068+42.0% | $2,839+3.5% | $2,342+25.4% |
| Participant deferral / active EE | $5,077 | $2,696+88.4% | $3,609+40.7% | $3,332+52.4% |
| Admin fee / account holder | $25,078 | $3,585+599.4% | $4,906+411.2% | $4,645+439.8% |