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 | $81,639 | $73,933+10.4% | $96,683-15.6% | $75,163+8.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 11.63% | 26.70%-15.1pp | 35.69%-24.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,714 | $2,928-7.3% | $3,737-27.4% | $2,670+1.6% |
| Participant deferral / active EE | $6,302 | $3,659+72.3% | $4,878+29.2% | $4,125+52.8% |
| Admin fee / account holder | $47,949 | $5,216+819.2% | $6,730+612.5% | $5,651+748.5% |