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 | $79,752 | $72,277+10.3% | $101,248-21.2% | $79,858-0.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.56% | 22.30%-14.7pp | 46.47%-38.9pp | 31.71%-24.2pp |
| Employer contribution / active EE | $5,491 | $2,692+104.0% | $3,660+50.1% | $2,471+122.2% |
| Participant deferral / active EE | $2,425 | $3,282-26.1% | $4,370-44.5% | $3,740-35.2% |
| Admin fee / account holder | $89,135 | $4,400+1925.7% | $5,945+1399.2% | $5,306+1579.8% |