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 | $93,707 | $78,422+19.5% | $95,952-2.3% | $79,858+17.3% |
| Participation rate | 74.1% | 73.5%+0.6pp | 77.1%-3.0pp | 69.6%+4.4pp |
| Annual return | 5.99% | 19.37%-13.4pp | 91.61%-85.6pp | 31.71%-25.7pp |
| Employer contribution / active EE | $1,722 | $1,945-11.5% | $2,541-32.2% | $2,471-30.3% |
| Participant deferral / active EE | $2,608 | $3,440-24.2% | $4,167-37.4% | $3,740-30.3% |
| Admin fee / account holder | $18,649 | $5,622+231.7% | $6,795+174.4% | $5,306+251.4% |