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 | $94,778 | $69,977+35.4% | $108,579-12.7% | $62,891+50.7% |
| Participation rate | 89.7% | 72.9%+16.8pp | 79.6%+10.1pp | 69.3%+20.3pp |
| Annual return | 3.78% | 10.73%-6.9pp | -51.70%+55.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,351 | $2,135+10.1% | $3,758-37.5% | $2,281+3.1% |
| Participant deferral / active EE | $3,198 | $3,165+1.0% | $4,311-25.8% | $3,203-0.2% |
| Admin fee / account holder | $10,909 | $5,076+114.9% | $7,645+42.7% | $4,296+154.0% |