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 | $60,632 | $80,717-24.9% | $154,803-60.8% | $84,808-28.5% |
| Participation rate | 81.6% | 66.8%+14.8pp | 78.1%+3.5pp | 68.3%+13.3pp |
| Annual return | 11.57% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,948 | $2,761-29.5% | $4,305-54.8% | $2,631-26.0% |
| Participant deferral / active EE | $3,643 | $3,303+10.3% | $5,540-34.3% | $4,212-13.5% |
| Admin fee / account holder | $100,711 | $6,746+1393.0% | $14,329+602.8% | $7,344+1271.4% |