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 | $87,639 | $73,933+18.5% | $96,683-9.4% | $75,163+16.6% |
| Participation rate | 81.0% | 66.4%+14.5pp | 74.3%+6.6pp | 67.2%+13.8pp |
| Annual return | 11.60% | 26.70%-15.1pp | 35.69%-24.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $3,477 | $2,928+18.8% | $3,737-6.9% | $2,670+30.2% |
| Participant deferral / active EE | $3,822 | $3,659+4.5% | $4,878-21.7% | $4,125-7.4% |
| Admin fee / account holder | $42,481 | $5,216+714.4% | $6,730+531.3% | $5,651+651.8% |