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 | $78,314 | $64,839+20.8% | $95,585-18.1% | $84,808-7.7% |
| Participation rate | 88.9% | 63.8%+25.1pp | 72.1%+16.8pp | 68.3%+20.6pp |
| Annual return | 8.81% | -670.96%+679.8pp | 38.56%-29.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,032 | $1,759-41.3% | $2,527-59.1% | $2,631-60.8% |
| Participant deferral / active EE | $6,453 | $2,965+117.6% | $4,023+60.4% | $4,212+53.2% |
| Admin fee / account holder | $3,031 | $5,964-49.2% | $6,127-50.5% | $7,344-58.7% |