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 | $68,983 | $74,927-7.9% | $101,794-32.2% | $84,808-18.7% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.2%+8.6pp | 68.3%+9.5pp |
| Annual return | 8.95% | 18.70%-9.8pp | 30.53%-21.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,480 | $1,522-2.7% | $2,289-35.3% | $2,631-43.7% |
| Participant deferral / active EE | $5,280 | $3,099+70.4% | $4,084+29.3% | $4,212+25.4% |
| Admin fee / account holder | $36,966 | $6,514+467.5% | $8,777+321.2% | $7,344+403.4% |