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 | $92,671 | $84,233+10.0% | $170,442-45.6% | $70,131+32.1% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 11.61% | 23.06%-11.5pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,773 | $3,387-47.6% | $5,433-67.4% | $2,342-24.3% |
| Participant deferral / active EE | $2,850 | $3,086-7.6% | $4,939-42.3% | $3,332-14.5% |
| Admin fee / account holder | $44,751 | $5,698+685.4% | $13,880+222.4% | $4,645+863.4% |