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 | $72,084 | $46,869+53.8% | $122,332-41.1% | $70,131+2.8% |
| Participation rate | 79.3% | 58.2%+21.1pp | 71.6%+7.7pp | 69.5%+9.8pp |
| Annual return | 12.79% | 24.22%-11.4pp | 30.27%-17.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,483 | $1,288+15.1% | $4,050-63.4% | $2,342-36.7% |
| Participant deferral / active EE | $3,138 | $2,166+44.8% | $3,287-4.5% | $3,332-5.8% |
| Admin fee / account holder | $633 | $3,322-80.9% | $5,478-88.4% | $4,645-86.4% |