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 | $87,744 | $80,717+8.7% | $154,803-43.3% | $84,808+3.5% |
| Participation rate | 85.2% | 66.8%+18.4pp | 78.1%+7.1pp | 68.3%+16.9pp |
| Annual return | 12.07% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,505 | $2,761+26.9% | $4,305-18.6% | $2,631+33.2% |
| Participant deferral / active EE | $5,901 | $3,303+78.7% | $5,540+6.5% | $4,212+40.1% |
| Admin fee / account holder | $27,134 | $6,746+302.2% | $14,329+89.4% | $7,344+269.5% |