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 | $94,731 | $66,310+42.9% | $93,606+1.2% | $65,185+45.3% |
| Participation rate | 94.1% | 74.0%+20.1pp | 75.8%+18.3pp | 70.2%+23.9pp |
| Annual return | 1.56% | 42.58%-41.0pp | 32.76%-31.2pp | 29.38%-27.8pp |
| Employer contribution / active EE | $1,519 | $2,012-24.5% | $2,718-44.1% | $2,177-30.2% |
| Participant deferral / active EE | $4,254 | $3,342+27.3% | $4,069+4.5% | $3,514+21.1% |
| Admin fee / account holder | $15,267 | $6,897+121.4% | $7,888+93.5% | $847+1702.3% |