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 | $86,671 | $60,349+43.6% | $74,183+16.8% | $62,891+37.8% |
| Participation rate | 80.9% | 72.7%+8.2pp | 76.6%+4.3pp | 69.3%+11.6pp |
| Annual return | 2.28% | 21.37%-19.1pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,344 | $1,680-20.0% | $2,370-43.3% | $2,281-41.1% |
| Participant deferral / active EE | $3,490 | $2,856+22.2% | $3,550-1.7% | $3,203+9.0% |
| Admin fee / account holder | $3,025 | $4,261-29.0% | $5,586-45.8% | $4,296-29.6% |