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 | $83,102 | $78,422+6.0% | $95,952-13.4% | $79,858+4.1% |
| Participation rate | 85.2% | 73.5%+11.8pp | 77.1%+8.2pp | 69.6%+15.6pp |
| Annual return | 7.95% | 19.37%-11.4pp | 91.61%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,386 | $1,945-28.7% | $2,541-45.4% | $2,471-43.9% |
| Participant deferral / active EE | $1,716 | $3,440-50.1% | $4,167-58.8% | $3,740-54.1% |
| Admin fee / account holder | $2,173 | $5,622-61.3% | $6,795-68.0% | $5,306-59.0% |