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 | $108,582 | $64,324+68.8% | $118,925-8.7% | $79,858+36.0% |
| Participation rate | 96.8% | 64.9%+31.9pp | 75.4%+21.4pp | 69.6%+27.1pp |
| Annual return | 0.51% | 86.45%-85.9pp | 35.88%-35.4pp | 31.71%-31.2pp |
| Employer contribution / active EE | $3,454 | $1,836+88.1% | $3,263+5.9% | $2,471+39.8% |
| Participant deferral / active EE | $2,900 | $2,824+2.7% | $4,265-32.0% | $3,740-22.5% |
| Admin fee / account holder | $4,378 | $4,040+8.4% | $6,581-33.5% | $5,306-17.5% |