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 | $104,661 | $80,705+29.7% | $115,768-9.6% | $67,986+53.9% |
| Participation rate | 80.2% | 63.0%+17.2pp | 74.4%+5.8pp | 57.2%+23.0pp |
| Annual return | 12.52% | 18.49%-6.0pp | 100.46%-87.9pp | 31.67%-19.1pp |
| Employer contribution / active EE | $1,429 | $2,046-30.2% | $2,940-51.4% | $2,019-29.2% |
| Participant deferral / active EE | $3,754 | $3,559+5.5% | $4,917-23.6% | $3,358+11.8% |
| Admin fee / account holder | $24,122 | $4,135+483.3% | $12,439+93.9% | $3,203+653.1% |