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 | $97,357 | $74,927+29.9% | $101,794-4.4% | $84,808+14.8% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.2%+8.6pp | 68.3%+9.5pp |
| Annual return | 4.86% | 18.70%-13.8pp | 30.53%-25.7pp | 40.90%-36.0pp |
| Employer contribution / active EE | $1,520 | $1,522-0.1% | $2,289-33.6% | $2,631-42.2% |
| Participant deferral / active EE | $5,083 | $3,099+64.0% | $4,084+24.5% | $4,212+20.7% |
| Admin fee / account holder | $1,894 | $6,514-70.9% | $8,777-78.4% | $7,344-74.2% |