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 | $80,095 | $86,944-7.9% | $107,525-25.5% | $74,304+7.8% |
| Participation rate | 85.0% | 59.6%+25.4pp | 75.1%+9.9pp | 60.3%+24.7pp |
| Annual return | 11.42% | 23.52%-12.1pp | 181.32%-169.9pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,382 | $2,757-49.9% | $3,754-63.2% | $2,241-38.3% |
| Participant deferral / active EE | $2,799 | $3,554-21.2% | $5,116-45.3% | $3,767-25.7% |
| Admin fee / account holder | $8,315 | $3,727+123.1% | $8,919-6.8% | $2,969+180.1% |