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 | $81,287 | $109,359-25.7% | $162,163-49.9% | $72,985+11.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.32% | 25.46%-8.1pp | 115.59%-98.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,391 | $3,907-38.8% | $5,614-57.4% | $2,440-2.0% |
| Participant deferral / active EE | $3,994 | $5,481-27.1% | $7,298-45.3% | $3,607+10.7% |
| Admin fee / account holder | $15,975 | $7,972+100.4% | $10,843+47.3% | $5,124+211.7% |