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 | $84,754 | $56,277+50.6% | $80,975+4.7% | $62,891+34.8% |
| Participation rate | 84.8% | 69.0%+15.8pp | 75.8%+9.0pp | 69.3%+15.5pp |
| Annual return | -5.68% | 22.12%-27.8pp | 17.10%-22.8pp | 20.14%-25.8pp |
| Employer contribution / active EE | $1,633 | $1,943-15.9% | $3,714-56.0% | $2,281-28.4% |
| Participant deferral / active EE | $2,915 | $4,195-30.5% | $5,696-48.8% | $3,203-9.0% |
| Admin fee / account holder | $736 | $3,741-80.3% | $5,516-86.7% | $4,296-82.9% |