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 | $103,250 | $80,717+27.9% | $154,803-33.3% | $84,808+21.7% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 11.71% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $6,074 | $2,761+120.0% | $4,305+41.1% | $2,631+130.9% |
| Participant deferral / active EE | $1,539 | $3,303-53.4% | $5,540-72.2% | $4,212-63.5% |
| Admin fee / account holder | $39,635 | $6,746+487.6% | $14,329+176.6% | $7,344+439.7% |