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 | $94,763 | $76,552+23.8% | $123,892-23.5% | $62,891+50.7% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 4.08% | 18.68%-14.6pp | 47.52%-43.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $2,213 | $2,883-23.2% | $4,617-52.1% | $2,281-3.0% |
| Participant deferral / active EE | $3,862 | $4,840-20.2% | $5,984-35.5% | $3,203+20.6% |
| Admin fee / account holder | $10,482 | $4,826+117.2% | $8,357+25.4% | $4,296+144.0% |