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 | $80,782 | $73,933+9.3% | $96,683-16.4% | $75,163+7.5% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.2pp |
| Annual return | 12.68% | 26.70%-14.0pp | 35.69%-23.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,163 | $2,928-60.3% | $3,737-68.9% | $2,670-56.4% |
| Participant deferral / active EE | $3,469 | $3,659-5.2% | $4,878-28.9% | $4,125-15.9% |
| Admin fee / account holder | $35,878 | $5,216+587.8% | $6,730+433.1% | $5,651+534.9% |