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 | $101,334 | $81,248+24.7% | $155,509-34.8% | $80,856+25.3% |
| Participation rate | 94.0% | 66.2%+27.8pp | 78.2%+15.9pp | 67.6%+26.4pp |
| Annual return | 8.88% | 33.31%-24.4pp | 64.67%-55.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $3,059 | $3,100-1.3% | $4,672-34.5% | $2,755+11.0% |
| Participant deferral / active EE | $5,852 | $3,452+69.5% | $5,626+4.0% | $4,296+36.2% |
| Admin fee / account holder | $32,750 | $7,997+309.5% | $15,912+105.8% | $6,918+373.4% |