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 | $91,303 | $72,277+26.3% | $101,248-9.8% | $79,858+14.3% |
| Participation rate | 87.2% | 68.5%+18.7pp | 75.8%+11.4pp | 69.6%+17.5pp |
| Annual return | -1.51% | 22.30%-23.8pp | 46.47%-48.0pp | 31.71%-33.2pp |
| Employer contribution / active EE | $6,212 | $2,692+130.8% | $3,660+69.8% | $2,471+151.4% |
| Participant deferral / active EE | $7,268 | $3,282+121.5% | $4,370+66.3% | $3,740+94.3% |
| Admin fee / account holder | $33,427 | $4,400+659.6% | $5,945+462.2% | $5,306+529.9% |