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 | $80,101 | $109,359-26.8% | $162,163-50.6% | $72,985+9.8% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 17.11% | 25.46%-8.3pp | 115.59%-98.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,383 | $3,907-64.6% | $5,614-75.4% | $2,440-43.3% |
| Participant deferral / active EE | $3,201 | $5,481-41.6% | $7,298-56.1% | $3,607-11.3% |
| Admin fee / account holder | $9,923 | $7,972+24.5% | $10,843-8.5% | $5,124+93.6% |