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 | $86,230 | $64,480+33.7% | $81,382+6.0% | $80,856+6.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 9.03% | 16.34%-7.3pp | 24.73%-15.7pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,943 | $1,978+48.8% | $2,463+19.5% | $2,755+6.8% |
| Participant deferral / active EE | $6,663 | $3,094+115.4% | $3,883+71.6% | $4,296+55.1% |
| Admin fee / account holder | $2,375 | $5,671-58.1% | $5,768-58.8% | $6,918-65.7% |