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 | $117,399 | $83,477+40.6% | $125,175-6.2% | $72,985+60.9% |
| Participation rate | 91.5% | 73.3%+18.2pp | 79.8%+11.7pp | 69.5%+22.0pp |
| Annual return | 14.38% | 25.78%-11.4pp | 43.79%-29.4pp | 81.00%-66.6pp |
| Employer contribution / active EE | $1,334 | $2,345-43.1% | $3,865-65.5% | $2,440-45.3% |
| Participant deferral / active EE | $4,175 | $3,585+16.4% | $4,937-15.4% | $3,607+15.7% |
| Admin fee / account holder | $10,739 | $5,517+94.6% | $9,702+10.7% | $5,124+109.6% |