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 | $89,997 | $101,724-11.5% | $164,813-45.4% | $80,856+11.3% |
| Participation rate | 97.2% | 71.8%+25.4pp | 78.6%+18.6pp | 67.6%+29.6pp |
| Annual return | 6.75% | 16.72%-10.0pp | 69.93%-63.2pp | 35.59%-28.8pp |
| Employer contribution / active EE | $1,975 | $2,953-33.1% | $4,341-54.5% | $2,755-28.3% |
| Participant deferral / active EE | $3,822 | $4,477-14.6% | $6,031-36.6% | $4,296-11.0% |
| Admin fee / account holder | $52,048 | $8,227+532.6% | $12,690+310.2% | $6,918+652.4% |