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 | $81,720 | $87,013-6.1% | $106,213-23.1% | $80,856+1.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 10.15% | 17.05%-6.9pp | 116.14%-106.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,328 | $2,395-44.5% | $3,171-58.1% | $2,755-51.8% |
| Participant deferral / active EE | $1,948 | $3,986-51.1% | $5,016-61.2% | $4,296-54.7% |
| Admin fee / account holder | $20,777 | $8,431+146.4% | $11,033+88.3% | $6,918+200.3% |