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 | $86,455 | $94,625-8.6% | $116,228-25.6% | $84,808+1.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 12.09% | 20.40%-8.3pp | 90.06%-78.0pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,461 | $2,347-37.8% | $2,994-51.2% | $2,631-44.5% |
| Participant deferral / active EE | $3,674 | $3,972-7.5% | $4,953-25.8% | $4,212-12.8% |
| Admin fee / account holder | $44,829 | $10,091+344.2% | $11,989+273.9% | $7,344+510.4% |