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 | $74,430 | $61,605+20.8% | $112,229-33.7% | $75,163-1.0% |
| Participation rate | 84.6% | 61.7%+22.9pp | 72.4%+12.2pp | 67.2%+17.4pp |
| Annual return | 10.12% | 28.47%-18.3pp | 30.20%-20.1pp | 160.62%-150.5pp |
| Employer contribution / active EE | $862 | $2,015-57.2% | $3,430-74.9% | $2,670-67.7% |
| Participant deferral / active EE | $3,620 | $3,108+16.5% | $4,798-24.6% | $4,125-12.2% |
| Admin fee / account holder | $10,443 | $4,862+114.8% | $7,748+34.8% | $5,651+84.8% |