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 | $93,101 | $83,477+11.5% | $125,175-25.6% | $72,985+27.6% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.5%+21.6pp |
| Annual return | 2.00% | 25.78%-23.8pp | 43.79%-41.8pp | 81.00%-79.0pp |
| Employer contribution / active EE | $2,264 | $2,345-3.5% | $3,865-41.4% | $2,440-7.2% |
| Participant deferral / active EE | $4,597 | $3,585+28.2% | $4,937-6.9% | $3,607+27.4% |
| Admin fee / account holder | $5,172 | $5,517-6.3% | $9,702-46.7% | $5,124+0.9% |