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 | $81,189 | $76,552+6.1% | $123,892-34.5% | $62,891+29.1% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 4.50% | 18.68%-14.2pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,911 | $2,883-33.7% | $4,617-58.6% | $2,281-16.2% |
| Participant deferral / active EE | $5,604 | $4,840+15.8% | $5,984-6.4% | $3,203+75.0% |
| Admin fee / account holder | $15,122 | $4,826+213.4% | $8,357+81.0% | $4,296+252.0% |