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 | $96,185 | $65,041+47.9% | $90,951+5.8% | $79,858+20.4% |
| Participation rate | 87.0% | 61.6%+25.4pp | 69.0%+18.0pp | 69.6%+17.4pp |
| Annual return | 7.59% | 30.45%-22.9pp | 134.60%-127.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,202 | $1,247-3.6% | $2,122-43.3% | $2,471-51.3% |
| Participant deferral / active EE | $1,504 | $2,512-40.1% | $3,373-55.4% | $3,740-59.8% |
| Admin fee / account holder | $2,809 | $4,536-38.1% | $5,959-52.9% | $5,306-47.1% |