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 | $89,698 | $78,926+13.6% | $136,749-34.4% | $84,808+5.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 10.41% | 18.17%-7.8pp | 24.33%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,237 | $2,134+51.7% | $3,400-4.8% | $2,631+23.0% |
| Participant deferral / active EE | $2,279 | $3,168-28.1% | $4,692-51.4% | $4,212-45.9% |
| Admin fee / account holder | $32,022 | $6,369+402.8% | $11,386+181.2% | $7,344+336.0% |