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 | $66,635 | $72,012-7.5% | $185,823-64.1% | $79,858-16.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 10.24% | 23.12%-12.9pp | 35.95%-25.7pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,481 | $1,965-24.6% | $4,087-63.8% | $2,471-40.0% |
| Participant deferral / active EE | $2,339 | $3,779-38.1% | $5,632-58.5% | $3,740-37.5% |
| Admin fee / account holder | $1,042 | $4,513-76.9% | $9,500-89.0% | $5,306-80.4% |