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 | $81,190 | $76,367+6.3% | $93,606-13.3% | $72,985+11.2% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.8%+22.4pp | 69.5%+28.8pp |
| Annual return | 2.64% | 25.82%-23.2pp | 32.76%-30.1pp | 81.00%-78.4pp |
| Employer contribution / active EE | $2,916 | $2,275+28.2% | $2,718+7.3% | $2,440+19.5% |
| Participant deferral / active EE | $2,861 | $3,538-19.1% | $4,069-29.7% | $3,607-20.7% |
| Admin fee / account holder | $710 | $6,838-89.6% | $7,888-91.0% | $5,124-86.1% |