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 | $89,312 | $60,022+48.8% | $88,946+0.4% | $84,808+5.3% |
| Participation rate | 91.4% | 57.8%+33.6pp | 68.8%+22.6pp | 68.3%+23.1pp |
| Annual return | 12.95% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $517 | $1,703-69.6% | $2,555-79.8% | $2,631-80.3% |
| Participant deferral / active EE | $2,482 | $3,114-20.3% | $4,581-45.8% | $4,212-41.1% |
| Admin fee / account holder | $2,811 | $4,811-41.6% | $8,261-66.0% | $7,344-61.7% |