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 | $63,512 | $54,705+16.1% | $71,209-10.8% | $84,808-25.1% |
| Participation rate | 82.2% | 64.1%+18.2pp | 73.8%+8.5pp | 68.3%+13.9pp |
| Annual return | 8.21% | 35.90%-27.7pp | 282.51%-274.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $2,006 | $2,158-7.0% | $2,721-26.3% | $2,631-23.8% |
| Participant deferral / active EE | $3,955 | $3,030+30.5% | $4,175-5.3% | $4,212-6.1% |
| Admin fee / account holder | $10,119 | $4,863+108.1% | $5,349+89.2% | $7,344+37.8% |