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 | $106,804 | $81,248+31.5% | $155,509-31.3% | $80,856+32.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.11% | 33.31%-26.2pp | 64.67%-57.6pp | 35.59%-28.5pp |
| Employer contribution / active EE | $4,111 | $3,100+32.6% | $4,672-12.0% | $2,755+49.2% |
| Participant deferral / active EE | $2,709 | $3,452-21.5% | $5,626-51.9% | $4,296-36.9% |
| Admin fee / account holder | $1,836 | $7,997-77.0% | $15,912-88.5% | $6,918-73.5% |