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 | $107,710 | $68,719+56.7% | $91,541+17.7% | $84,808+27.0% |
| Participation rate | 81.3% | 64.5%+16.7pp | 69.8%+11.5pp | 68.3%+12.9pp |
| Annual return | 11.14% | 19.12%-8.0pp | 20.50%-9.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,243 | $1,920-35.2% | $2,505-50.4% | $2,631-52.7% |
| Participant deferral / active EE | $2,981 | $3,136-4.9% | $4,008-25.6% | $4,212-29.2% |
| Admin fee / account holder | $47,525 | $5,786+721.3% | $6,956+583.2% | $7,344+547.2% |