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 | $79,890 | $78,926+1.2% | $136,749-41.6% | $84,808-5.8% |
| Participation rate | 97.7% | 62.2%+35.6pp | 72.1%+25.6pp | 68.3%+29.4pp |
| Annual return | 12.23% | 18.17%-5.9pp | 24.33%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,182 | $2,134-44.6% | $3,400-65.2% | $2,631-55.1% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,477 | $6,369-14.0% | $11,386-51.9% | $7,344-25.4% |