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 | $84,350 | $93,571-9.9% | $135,903-37.9% | $75,163+12.2% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.7pp | 67.2%+22.4pp |
| Annual return | 12.55% | 30.90%-18.4pp | 68.23%-55.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,676 | $6,404-11.4% | $7,758-26.8% | $4,125+37.6% |
| Admin fee / account holder | $14,576 | $6,975+109.0% | $10,762+35.4% | $5,651+157.9% |