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 | $89,588 | $55,706+60.8% | $75,886+18.1% | $72,985+22.7% |
| Participation rate | 86.8% | 61.1%+25.7pp | 69.3%+17.6pp | 69.5%+17.4pp |
| Annual return | 16.60% | 27.59%-11.0pp | 30.76%-14.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,974 | $1,687+17.0% | $2,500-21.1% | $2,440-19.1% |
| Participant deferral / active EE | $1,746 | $2,634-33.7% | $3,603-51.5% | $3,607-51.6% |
| Admin fee / account holder | $5,221 | $3,978+31.2% | $5,418-3.7% | $5,124+1.9% |