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 | $107,406 | $80,717+33.1% | $154,803-30.6% | $84,808+26.6% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 11.73% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,385 | $2,761-49.9% | $4,305-67.8% | $2,631-47.4% |
| Participant deferral / active EE | $1,780 | $3,303-46.1% | $5,540-67.9% | $4,212-57.7% |
| Admin fee / account holder | $9,173 | $6,746+36.0% | $14,329-36.0% | $7,344+24.9% |