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 | $74,783 | $56,277+32.9% | $80,975-7.6% | $62,891+18.9% |
| Participation rate | 93.6% | 69.0%+24.7pp | 75.8%+17.8pp | 69.3%+24.3pp |
| Annual return | -3.44% | 22.12%-25.6pp | 17.10%-20.5pp | 20.14%-23.6pp |
| Employer contribution / active EE | $3,348 | $1,943+72.3% | $3,714-9.9% | $2,281+46.8% |
| Participant deferral / active EE | $10,262 | $4,195+144.6% | $5,696+80.2% | $3,203+220.4% |
| Admin fee / account holder | $16,575 | $3,741+343.1% | $5,516+200.5% | $4,296+285.9% |