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 | $109,865 | $70,428+56.0% | $96,562+13.8% | $85,850+28.0% |
| Participation rate | 81.3% | 61.8%+19.4pp | 69.8%+11.4pp | 69.3%+11.9pp |
| Annual return | 9.43% | 18.59%-9.2pp | 37.78%-28.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,030 | $1,413-27.1% | $2,356-56.3% | $2,565-59.8% |
| Participant deferral / active EE | $2,942 | $2,894+1.7% | $3,849-23.6% | $3,952-25.6% |
| Admin fee / account holder | $80,655 | $4,997+1514.2% | $6,181+1204.9% | $6,260+1188.4% |