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 | $69,340 | $58,927+17.7% | $76,817-9.7% | $72,985-5.0% |
| Participation rate | 80.0% | 67.3%+12.7pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 1.83% | 2305.64%-2303.8pp | 1166.11%-1164.3pp | 81.00%-79.2pp |
| Employer contribution / active EE | $881 | $1,787-50.7% | $2,302-61.7% | $2,440-63.9% |
| Participant deferral / active EE | $2,771 | $2,690+3.0% | $3,336-16.9% | $3,607-23.2% |
| Admin fee / account holder | $1,739 | $4,013-56.7% | $6,420-72.9% | $5,124-66.1% |