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 | $105,828 | $95,803+10.5% | $113,168-6.5% | $84,808+24.8% |
| Participation rate | 87.3% | 72.9%+14.4pp | 76.6%+10.7pp | 68.3%+19.0pp |
| Annual return | 11.97% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,920 | $2,360-18.7% | $2,975-35.5% | $2,631-27.0% |
| Participant deferral / active EE | $6,753 | $4,242+59.2% | $5,107+32.2% | $4,212+60.3% |
| Admin fee / account holder | $35,967 | $8,989+300.1% | $12,068+198.0% | $7,344+389.8% |