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 | $54,980 | $48,795+12.7% | $65,493-16.1% | $84,808-35.2% |
| Participation rate | 82.2% | 67.0%+15.2pp | 73.1%+9.1pp | 68.3%+13.9pp |
| Annual return | 11.63% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,903 | $1,930+102.3% | $2,574+51.6% | $2,631+48.4% |
| Participant deferral / active EE | $6,012 | $2,928+105.3% | $3,961+51.8% | $4,212+42.7% |
| Admin fee / account holder | $2,199 | $3,877-43.3% | $5,028-56.3% | $7,344-70.1% |