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 | $120,721 | $70,428+71.4% | $96,562+25.0% | $85,850+40.6% |
| Participation rate | 84.0% | 61.8%+22.2pp | 69.8%+14.2pp | 69.3%+14.7pp |
| Annual return | 9.62% | 18.59%-9.0pp | 37.78%-28.2pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,183 | $1,413-16.3% | $2,356-49.8% | $2,565-53.9% |
| Participant deferral / active EE | $2,724 | $2,894-5.9% | $3,849-29.2% | $3,952-31.1% |
| Admin fee / account holder | $1,699 | $4,997-66.0% | $6,181-72.5% | $6,260-72.9% |