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 | $72,022 | $80,812-10.9% | $160,784-55.2% | $82,448-12.6% |
| Participation rate | 88.6% | 66.2%+22.3pp | 77.0%+11.6pp | 68.1%+20.5pp |
| Annual return | 12.06% | 100.59%-88.5pp | 1803.92%-1791.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,693 | $2,174-22.1% | $3,733-54.6% | $2,551-33.6% |
| Participant deferral / active EE | $3,942 | $4,335-9.1% | $6,293-37.4% | $4,139-4.8% |
| Admin fee / account holder | $7,769 | $7,695+1.0% | $9,717-20.0% | $7,234+7.4% |