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 | $68,760 | $59,101+16.3% | $77,163-10.9% | $75,163-8.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 11.96% | 26.71%-14.7pp | 37.87%-25.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $3,602 | $1,995+80.5% | $2,535+42.1% | $2,670+34.9% |
| Participant deferral / active EE | $2,525 | $2,999-15.8% | $3,833-34.1% | $4,125-38.8% |
| Admin fee / account holder | $11,102 | $4,774+132.5% | $5,472+102.9% | $5,651+96.5% |