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 | $101,455 | $80,673+25.8% | $101,326+0.1% | $84,808+19.6% |
| Participation rate | 71.2% | 77.8%-6.6pp | 81.5%-10.3pp | 68.3%+2.8pp |
| Annual return | 12.20% | 38.95%-26.8pp | 36.82%-24.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,369 | $2,698-49.3% | $3,665-62.6% | $2,631-48.0% |
| Participant deferral / active EE | $5,364 | $6,840-21.6% | $7,994-32.9% | $4,212+27.4% |
| Admin fee / account holder | $20,865 | $12,784+63.2% | $11,185+86.5% | $7,344+184.1% |