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 | $75,746 | $65,041+16.5% | $90,951-16.7% | $79,858-5.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.24% | 30.45%-24.2pp | 134.60%-128.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,764 | $1,247+41.5% | $2,122-16.9% | $2,471-28.6% |
| Participant deferral / active EE | $2,185 | $2,512-13.0% | $3,373-35.2% | $3,740-41.6% |
| Admin fee / account holder | $9,552 | $4,536+110.6% | $5,959+60.3% | $5,306+80.0% |