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 | $97,431 | $73,933+31.8% | $96,683+0.8% | $75,163+29.6% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 12.12% | 26.70%-14.6pp | 35.69%-23.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,300 | $2,928-21.5% | $3,737-38.5% | $2,670-13.9% |
| Participant deferral / active EE | $3,388 | $3,659-7.4% | $4,878-30.6% | $4,125-17.9% |
| Admin fee / account holder | $21,206 | $5,216+306.5% | $6,730+215.1% | $5,651+275.3% |