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 | $89,020 | $109,881-19.0% | $150,045-40.7% | $84,808+5.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.23% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,539 | $3,561-56.8% | $4,693-67.2% | $2,631-41.5% |
| Participant deferral / active EE | $8,108 | $6,636+22.2% | $7,997+1.4% | $4,212+92.5% |
| Admin fee / account holder | $34,724 | $8,568+305.3% | $13,435+158.5% | $7,344+372.8% |