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 | $77,871 | $83,477-6.7% | $125,175-37.8% | $72,985+6.7% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.5%+15.1pp |
| Annual return | 13.02% | 25.78%-12.8pp | 43.79%-30.8pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,157 | $2,345-50.7% | $3,865-70.1% | $2,440-52.6% |
| Participant deferral / active EE | $3,211 | $3,585-10.4% | $4,937-34.9% | $3,607-11.0% |
| Admin fee / account holder | $18,446 | $5,517+234.3% | $9,702+90.1% | $5,124+260.0% |