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 | $73,650 | $81,460-9.6% | $103,333-28.7% | $80,856-8.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.11% | 25.55%-18.4pp | 24.88%-17.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $2,382 | $3,105-23.3% | $3,868-38.4% | $2,755-13.5% |
| Participant deferral / active EE | $3,735 | $3,869-3.5% | $5,057-26.2% | $4,296-13.1% |
| Admin fee / account holder | $11,270 | $6,566+71.6% | $8,355+34.9% | $6,918+62.9% |