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 | $59,232 | $22,587+162.2% | $65,255-9.2% | $75,163-21.2% |
| Participation rate | 92.6% | 63.1%+29.5pp | 65.0%+27.6pp | 67.2%+25.4pp |
| Annual return | 10.93% | 71.03%-60.1pp | 47.35%-36.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $390 | $941-58.6% | $1,691-77.0% | $2,670-85.4% |
| Participant deferral / active EE | $2,904 | $1,695+71.3% | $2,831+2.6% | $4,125-29.6% |
| Admin fee / account holder | $5,691 | $1,876+203.4% | $4,112+38.4% | $5,651+0.7% |