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 | $83,671 | $80,717+3.7% | $154,803-46.0% | $84,808-1.3% |
| Participation rate | 74.4% | 66.8%+7.5pp | 78.1%-3.7pp | 68.3%+6.0pp |
| Annual return | 9.67% | 37.96%-28.3pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $2,354 | $2,761-14.7% | $4,305-45.3% | $2,631-10.5% |
| Participant deferral / active EE | $4,906 | $3,303+48.5% | $5,540-11.5% | $4,212+16.5% |
| Admin fee / account holder | $16,447 | $6,746+143.8% | $14,329+14.8% | $7,344+124.0% |