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 | $94,151 | $56,897+65.5% | $84,750+11.1% | $62,891+49.7% |
| Participation rate | 96.2% | 68.5%+27.6pp | 76.6%+19.6pp | 69.3%+26.8pp |
| Annual return | 2.03% | 6.30%-4.3pp | 22.78%-20.8pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,623 | $2,400-32.4% | $3,574-54.6% | $2,281-28.8% |
| Participant deferral / active EE | $7,431 | $2,709+174.3% | $3,712+100.2% | $3,203+132.0% |
| Admin fee / account holder | $11,710 | $3,581+227.0% | $5,332+119.6% | $4,296+172.6% |