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 | $82,249 | $78,672+4.5% | $109,143-24.6% | $85,850-4.2% |
| Participation rate | 96.4% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.1pp |
| Annual return | 9.54% | 25.09%-15.5pp | 25.75%-16.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,340 | $2,735-51.0% | $3,722-64.0% | $2,565-47.8% |
| Participant deferral / active EE | $1,643 | $3,467-52.6% | $4,653-64.7% | $3,952-58.4% |
| Admin fee / account holder | $1,094 | $5,469-80.0% | $6,752-83.8% | $6,260-82.5% |