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 | $87,913 | $85,202+3.2% | $172,739-49.1% | $72,985+20.5% |
| Participation rate | 84.4% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.9pp |
| Annual return | 10.86% | 27.32%-16.5pp | 802.84%-792.0pp | 81.00%-70.1pp |
| Employer contribution / active EE | $2,378 | $3,324-28.5% | $5,143-53.8% | $2,440-2.5% |
| Participant deferral / active EE | $3,772 | $3,260+15.7% | $5,198-27.4% | $3,607+4.6% |
| Admin fee / account holder | $101,371 | $5,884+1622.9% | $13,954+626.5% | $5,124+1878.2% |