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 | $82,211 | $54,705+50.3% | $71,209+15.5% | $84,808-3.1% |
| Participation rate | 70.8% | 64.1%+6.7pp | 73.8%-3.0pp | 68.3%+2.5pp |
| Annual return | 12.76% | 35.90%-23.1pp | 282.51%-269.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,270 | $2,158-41.2% | $2,721-53.3% | $2,631-51.7% |
| Participant deferral / active EE | $4,561 | $3,030+50.5% | $4,175+9.2% | $4,212+8.3% |
| Admin fee / account holder | $10,441 | $4,863+114.7% | $5,349+95.2% | $7,344+42.2% |