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 5-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 | $85,184 | $73,638+15.7% | $95,952-11.2% | $73,488+15.9% |
| Participation rate | 81.3% | 76.2%+5.1pp | 77.1%+4.2pp | 70.7%+10.6pp |
| Annual return | 6.05% | 16.78%-10.7pp | 91.61%-85.6pp | 28.51%-22.5pp |
| Employer contribution / active EE | $860 | $1,863-53.9% | $2,541-66.2% | $2,270-62.1% |
| Participant deferral / active EE | $2,589 | $3,617-28.4% | $4,167-37.9% | $3,740-30.8% |
| Admin fee / account holder | $55,851 | $482+11484.9% | $6,795+721.9% | $513+10785.6% |