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 | $89,549 | $78,422+14.2% | $95,952-6.7% | $79,858+12.1% |
| Participation rate | 89.2% | 73.5%+15.7pp | 77.1%+12.1pp | 69.6%+19.6pp |
| Annual return | -0.08% | 19.37%-19.5pp | 91.61%-91.7pp | 31.71%-31.8pp |
| Employer contribution / active EE | $3,278 | $1,945+68.5% | $2,541+29.0% | $2,471+32.7% |
| Participant deferral / active EE | $2,676 | $3,440-22.2% | $4,167-35.8% | $3,740-28.4% |
| Admin fee / account holder | $2,512 | $5,622-55.3% | $6,795-63.0% | $5,306-52.7% |