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 | $87,495 | $95,803-8.7% | $113,168-22.7% | $84,808+3.2% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 11.86% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,224 | $2,360-48.2% | $2,975-58.9% | $2,631-53.5% |
| Participant deferral / active EE | $3,300 | $4,242-22.2% | $5,107-35.4% | $4,212-21.6% |
| Admin fee / account holder | $3,463 | $8,989-61.5% | $12,068-71.3% | $7,344-52.8% |