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 | $120,405 | $65,365+84.2% | $92,893+29.6% | $72,985+65.0% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 1.46% | 42.10%-40.6pp | 109.41%-108.0pp | 81.00%-79.5pp |
| Employer contribution / active EE | $1,624 | $2,594-37.4% | $3,653-55.6% | $2,440-33.5% |
| Participant deferral / active EE | $3,489 | $3,128+11.5% | $4,236-17.6% | $3,607-3.3% |
| Admin fee / account holder | $7,112 | $4,251+67.3% | $5,794+22.8% | $5,124+38.8% |