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 | $80,064 | $59,839+33.8% | $81,983-2.3% | $79,858+0.3% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.2%+19.6pp | 69.6%+19.3pp |
| Annual return | 10.03% | 17.56%-7.5pp | 41.31%-31.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,017 | $1,713+17.7% | $2,498-19.3% | $2,471-18.4% |
| Participant deferral / active EE | $6,503 | $2,695+141.3% | $3,722+74.7% | $3,740+73.9% |
| Admin fee / account holder | $3,471 | $4,287-19.0% | $5,664-38.7% | $5,306-34.6% |