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 | $117,515 | $93,571+25.6% | $135,903-13.5% | $75,163+56.3% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 0.95% | 30.90%-30.0pp | 68.23%-67.3pp | 160.62%-159.7pp |
| Employer contribution / active EE | $1,992 | $3,537-43.7% | $4,856-59.0% | $2,670-25.4% |
| Participant deferral / active EE | $7,812 | $6,404+22.0% | $7,758+0.7% | $4,125+89.4% |
| Admin fee / account holder | $1,701 | $6,975-75.6% | $10,762-84.2% | $5,651-69.9% |