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 | $85,227 | $59,839+42.4% | $81,983+4.0% | $79,858+6.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 6.12% | 17.56%-11.4pp | 41.31%-35.2pp | 31.71%-25.6pp |
| Employer contribution / active EE | $2,059 | $1,713+20.2% | $2,498-17.6% | $2,471-16.7% |
| Participant deferral / active EE | $1,709 | $2,695-36.6% | $3,722-54.1% | $3,740-54.3% |
| Admin fee / account holder | $836 | $4,287-80.5% | $5,664-85.2% | $5,306-84.3% |