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 | $87,359 | $78,422+11.4% | $95,952-9.0% | $79,858+9.4% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 5.31% | 19.37%-14.1pp | 91.61%-86.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,434 | $1,945-26.3% | $2,541-43.6% | $2,471-42.0% |
| Participant deferral / active EE | $3,176 | $3,440-7.7% | $4,167-23.8% | $3,740-15.1% |
| Admin fee / account holder | $6,995 | $5,622+24.4% | $6,795+2.9% | $5,306+31.8% |