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 | $101,518 | $77,634+30.8% | $156,549-35.2% | $62,891+61.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.58% | 50.32%-49.7pp | 32.23%-31.6pp | 20.14%-19.6pp |
| Employer contribution / active EE | $5,192 | $3,444+50.8% | $5,501-5.6% | $2,281+127.6% |
| Participant deferral / active EE | $4,914 | $3,045+61.3% | $4,871+0.9% | $3,203+53.4% |
| Admin fee / account holder | $10,893 | $5,561+95.9% | $13,027-16.4% | $4,296+153.6% |