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 | $92,321 | $48,795+89.2% | $65,493+41.0% | $84,808+8.9% |
| Participation rate | 97.4% | 67.0%+30.4pp | 73.1%+24.3pp | 68.3%+29.1pp |
| Annual return | 11.07% | 20.20%-9.1pp | 982.45%-971.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,487 | $1,930-23.0% | $2,574-42.3% | $2,631-43.5% |
| Participant deferral / active EE | $2,131 | $2,928-27.2% | $3,961-46.2% | $4,212-49.4% |
| Admin fee / account holder | $1,578 | $3,877-59.3% | $5,028-68.6% | $7,344-78.5% |