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 | $60,870 | $57,976+5.0% | $62,995-3.4% | $62,292-2.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.47% | 17.54%-6.1pp | 87.57%-76.1pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,763 | $2,415-27.0% | $2,759-36.1% | $2,042-13.7% |
| Participant deferral / active EE | $1,693 | $2,956-42.7% | $3,329-49.2% | $3,169-46.6% |
| Admin fee / account holder | $2,525 | $276+815.7% | $3,600-29.9% | $479+426.8% |