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 | $79,198 | $85,766-7.7% | $136,294-41.9% | $70,131+12.9% |
| Participation rate | 80.6% | 74.2%+6.4pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 8.28% | 31.45%-23.2pp | 5155.94%-5147.7pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,404 | $2,966-52.7% | $4,695-70.1% | $2,342-40.1% |
| Participant deferral / active EE | $3,705 | $5,051-26.7% | $6,247-40.7% | $3,332+11.2% |
| Admin fee / account holder | $10,229 | $5,420+88.7% | $9,243+10.7% | $4,645+120.2% |