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 | $107,546 | $81,460+32.0% | $103,333+4.1% | $80,856+33.0% |
| Participation rate | 83.8% | 66.8%+16.9pp | 74.5%+9.3pp | 67.6%+16.1pp |
| Annual return | 8.67% | 25.55%-16.9pp | 24.88%-16.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,199 | $3,105-29.2% | $3,868-43.1% | $2,755-20.2% |
| Participant deferral / active EE | $3,513 | $3,869-9.2% | $5,057-30.5% | $4,296-18.2% |
| Admin fee / account holder | $54,942 | $6,566+736.7% | $8,355+557.6% | $6,918+694.2% |