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 | $96,163 | $76,552+25.6% | $123,892-22.4% | $62,891+52.9% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 5.32% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,800 | $2,883-2.9% | $4,617-39.4% | $2,281+22.8% |
| Participant deferral / active EE | $4,213 | $4,840-12.9% | $5,984-29.6% | $3,203+31.5% |
| Admin fee / account holder | $21,195 | $4,826+339.2% | $8,357+153.6% | $4,296+393.4% |