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 | $84,088 | $72,277+16.3% | $101,248-16.9% | $79,858+5.3% |
| Participation rate | 83.8% | 68.5%+15.3pp | 75.8%+8.0pp | 69.6%+14.2pp |
| Annual return | 8.51% | 22.30%-13.8pp | 46.47%-38.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $907 | $2,692-66.3% | $3,660-75.2% | $2,471-63.3% |
| Participant deferral / active EE | $4,491 | $3,282+36.8% | $4,370+2.8% | $3,740+20.1% |
| Admin fee / account holder | $24,966 | $4,400+467.4% | $5,945+319.9% | $5,306+370.5% |