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 | $88,993 | $70,428+26.4% | $96,562-7.8% | $85,850+3.7% |
| Participation rate | 77.4% | 61.8%+15.6pp | 69.8%+7.6pp | 69.3%+8.1pp |
| Annual return | 7.10% | 18.59%-11.5pp | 37.78%-30.7pp | 318.53%-311.4pp |
| Employer contribution / active EE | $1,318 | $1,413-6.7% | $2,356-44.1% | $2,565-48.6% |
| Participant deferral / active EE | $2,834 | $2,894-2.0% | $3,849-26.4% | $3,952-28.3% |
| Admin fee / account holder | $28,126 | $4,997+462.9% | $6,181+355.1% | $6,260+349.3% |