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 | $90,192 | $109,881-17.9% | $150,045-39.9% | $84,808+6.3% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 14.02% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,958 | $3,561-17.0% | $4,693-37.0% | $2,631+12.4% |
| Participant deferral / active EE | $8,062 | $6,636+21.5% | $7,997+0.8% | $4,212+91.4% |
| Admin fee / account holder | $39,690 | $8,568+363.2% | $13,435+195.4% | $7,344+440.5% |