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 | $101,967 | $76,552+33.2% | $123,892-17.7% | $62,891+62.1% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 0.62% | 18.68%-18.1pp | 47.52%-46.9pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,842 | $2,883-36.1% | $4,617-60.1% | $2,281-19.2% |
| Participant deferral / active EE | $5,571 | $4,840+15.1% | $5,984-6.9% | $3,203+73.9% |
| Admin fee / account holder | $6,690 | $4,826+38.6% | $8,357-19.9% | $4,296+55.7% |