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 | $80,777 | $60,022+34.6% | $88,946-9.2% | $84,808-4.8% |
| Participation rate | 94.1% | 57.8%+36.3pp | 68.8%+25.3pp | 68.3%+25.8pp |
| Annual return | 13.36% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,516 | $1,703-11.0% | $2,555-40.7% | $2,631-42.4% |
| Participant deferral / active EE | $2,122 | $3,114-31.8% | $4,581-53.7% | $4,212-49.6% |
| Admin fee / account holder | $34,865 | $4,811+624.7% | $8,261+322.0% | $7,344+374.8% |