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 | $71,111 | $81,248-12.5% | $155,509-54.3% | $80,856-12.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.02% | 33.31%-26.3pp | 64.67%-57.6pp | 35.59%-28.6pp |
| Employer contribution / active EE | $4,997 | $3,100+61.2% | $4,672+6.9% | $2,755+81.4% |
| Participant deferral / active EE | $3,249 | $3,452-5.9% | $5,626-42.3% | $4,296-24.4% |
| Admin fee / account holder | $514 | $7,997-93.6% | $15,912-96.8% | $6,918-92.6% |