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 | $80,049 | $65,041+23.1% | $90,951-12.0% | $79,858+0.2% |
| Participation rate | 90.8% | 61.6%+29.2pp | 69.0%+21.8pp | 69.6%+21.1pp |
| Annual return | 7.58% | 30.45%-22.9pp | 134.60%-127.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $592 | $1,247-52.5% | $2,122-72.1% | $2,471-76.0% |
| Participant deferral / active EE | $2,978 | $2,512+18.6% | $3,373-11.7% | $3,740-20.4% |
| Admin fee / account holder | $354 | $4,536-92.2% | $5,959-94.1% | $5,306-93.3% |