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 | $79,723 | $65,365+22.0% | $92,893-14.2% | $72,985+9.2% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 15.76% | 42.10%-26.3pp | 109.41%-93.7pp | 81.00%-65.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,059 | $3,128-34.2% | $4,236-51.4% | $3,607-42.9% |
| Admin fee / account holder | $3,579 | $4,251-15.8% | $5,794-38.2% | $5,124-30.1% |