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 | $99,365 | $52,279+90.1% | $89,391+11.2% | $79,858+24.4% |
| Participation rate | 72.5% | 57.5%+15.0pp | 68.0%+4.5pp | 69.6%+2.9pp |
| Annual return | 7.70% | 22.16%-14.5pp | 245.62%-237.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,003 | $1,572-36.2% | $2,586-61.2% | $2,471-59.4% |
| Participant deferral / active EE | $2,416 | $2,740-11.8% | $3,890-37.9% | $3,740-35.4% |
| Admin fee / account holder | $16,456 | $3,356+390.3% | $4,881+237.1% | $5,306+210.1% |