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 | $96,080 | $88,370+8.7% | $112,977-15.0% | $79,858+20.3% |
| Participation rate | 73.3% | 76.8%-3.5pp | 82.6%-9.2pp | 69.6%+3.7pp |
| Annual return | 1.21% | 23.16%-22.0pp | 24.24%-23.0pp | 31.71%-30.5pp |
| Employer contribution / active EE | $1,294 | $3,398-61.9% | $4,255-69.6% | $2,471-47.6% |
| Participant deferral / active EE | $3,525 | $4,536-22.3% | $5,836-39.6% | $3,740-5.8% |
| Admin fee / account holder | $9,897 | $5,750+72.1% | $6,294+57.2% | $5,306+86.5% |