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 | $74,472 | $54,762+36.0% | $90,281-17.5% | $72,985+2.0% |
| Participation rate | 95.7% | 65.1%+30.6pp | 73.3%+22.5pp | 69.5%+26.3pp |
| Annual return | 4.47% | 30.63%-26.2pp | 78.10%-73.6pp | 81.00%-76.5pp |
| Employer contribution / active EE | $2,605 | $2,092+24.5% | $2,854-8.7% | $2,440+6.8% |
| Participant deferral / active EE | $3,337 | $2,887+15.6% | $3,885-14.1% | $3,607-7.5% |
| Admin fee / account holder | $14,052 | $3,972+253.8% | $5,351+162.6% | $5,124+174.2% |