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 | $91,379 | $77,314+18.2% | $177,989-48.7% | $80,856+13.0% |
| Participation rate | 97.6% | 65.7%+31.9pp | 77.1%+20.5pp | 67.6%+29.9pp |
| Annual return | 6.92% | 18.09%-11.2pp | 294.48%-287.6pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,943 | $2,292-15.2% | $3,949-50.8% | $2,755-29.5% |
| Participant deferral / active EE | $3,362 | $4,411-23.8% | $6,276-46.4% | $4,296-21.7% |
| Admin fee / account holder | $16,839 | $7,191+134.2% | $10,363+62.5% | $6,918+143.4% |