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 | $103,267 | $72,277+42.9% | $101,248+2.0% | $79,858+29.3% |
| Participation rate | 82.2% | 68.5%+13.8pp | 75.8%+6.4pp | 69.6%+12.6pp |
| Annual return | 9.96% | 22.30%-12.3pp | 46.47%-36.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,660 | $2,692-38.3% | $3,660-54.6% | $2,471-32.8% |
| Participant deferral / active EE | $3,611 | $3,282+10.1% | $4,370-17.4% | $3,740-3.4% |
| Admin fee / account holder | $16,864 | $4,400+283.2% | $5,945+183.6% | $5,306+217.8% |