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 | $56,698 | $63,346-10.5% | $92,233-38.5% | $70,131-19.2% |
| Participation rate | 82.7% | 68.7%+14.0pp | 76.5%+6.2pp | 69.5%+13.2pp |
| Annual return | 12.24% | 530.12%-517.9pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,272 | $2,471-48.5% | $3,679-65.4% | $2,342-45.7% |
| Participant deferral / active EE | $2,665 | $2,854-6.6% | $3,897-31.6% | $3,332-20.0% |
| Admin fee / account holder | $4,762 | $3,840+24.0% | $5,194-8.3% | $4,645+2.5% |