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 | $93,799 | $57,016+64.5% | $84,966+10.4% | $80,856+16.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.08% | 21.66%-11.6pp | 66.38%-56.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,675 | $1,798+48.8% | $2,727-1.9% | $2,755-2.9% |
| Participant deferral / active EE | $2,946 | $3,110-5.3% | $4,519-34.8% | $4,296-31.4% |
| Admin fee / account holder | $1,192 | $4,980-76.1% | $6,149-80.6% | $6,918-82.8% |