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 | $89,940 | $73,933+21.7% | $96,683-7.0% | $75,163+19.7% |
| Participation rate | 71.9% | 66.4%+5.5pp | 74.3%-2.5pp | 67.2%+4.7pp |
| Annual return | 13.01% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,152 | $2,928-26.5% | $3,737-42.4% | $2,670-19.4% |
| Participant deferral / active EE | $3,137 | $3,659-14.3% | $4,878-35.7% | $4,125-23.9% |
| Admin fee / account holder | $47,322 | $5,216+807.2% | $6,730+603.2% | $5,651+737.4% |