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 | $124,443 | $80,717+54.2% | $154,803-19.6% | $84,808+46.7% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 6.12% | 37.96%-31.8pp | 58.88%-52.8pp | 40.90%-34.8pp |
| Employer contribution / active EE | $7,356 | $2,761+166.4% | $4,305+70.8% | $2,631+179.6% |
| Participant deferral / active EE | $3,106 | $3,303-6.0% | $5,540-43.9% | $4,212-26.2% |
| Admin fee / account holder | $106,039 | $6,746+1472.0% | $14,329+640.0% | $7,344+1343.9% |