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 | $87,689 | $123,793-29.2% | $177,821-50.7% | $79,858+9.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.94% | 22.82%-12.9pp | 48.32%-38.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,775 | $4,095-56.7% | $5,918-70.0% | $2,471-28.2% |
| Participant deferral / active EE | $4,481 | $5,956-24.8% | $7,714-41.9% | $3,740+19.8% |
| Admin fee / account holder | $19,685 | $7,243+171.8% | $12,427+58.4% | $5,306+271.0% |