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 | $89,392 | $74,927+19.3% | $101,794-12.2% | $84,808+5.4% |
| Participation rate | 85.9% | 61.4%+24.5pp | 69.2%+16.7pp | 68.3%+17.6pp |
| Annual return | 10.33% | 18.70%-8.4pp | 30.53%-20.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $830 | $1,522-45.5% | $2,289-63.8% | $2,631-68.5% |
| Participant deferral / active EE | $2,123 | $3,099-31.5% | $4,084-48.0% | $4,212-49.6% |
| Admin fee / account holder | $14,398 | $6,514+121.0% | $8,777+64.0% | $7,344+96.1% |