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 | $86,608 | $95,803-9.6% | $113,168-23.5% | $84,808+2.1% |
| Participation rate | 90.6% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.3pp |
| Annual return | 11.42% | 25.00%-13.6pp | 24.27%-12.8pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,856 | $2,360-21.4% | $2,975-37.6% | $2,631-29.5% |
| Participant deferral / active EE | $3,719 | $4,242-12.3% | $5,107-27.2% | $4,212-11.7% |
| Admin fee / account holder | $27,900 | $8,989+210.4% | $12,068+131.2% | $7,344+279.9% |