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 | $100,527 | $78,422+28.2% | $95,952+4.8% | $79,858+25.9% |
| Participation rate | 70.4% | 73.5%-3.1pp | 77.1%-6.7pp | 69.6%+0.7pp |
| Annual return | 9.58% | 19.37%-9.8pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,411 | $1,945-27.5% | $2,541-44.5% | $2,471-42.9% |
| Participant deferral / active EE | $3,075 | $3,440-10.6% | $4,167-26.2% | $3,740-17.8% |
| Admin fee / account holder | $1,883 | $5,622-66.5% | $6,795-72.3% | $5,306-64.5% |