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 | $106,688 | $101,724+4.9% | $164,813-35.3% | $80,856+31.9% |
| Participation rate | 74.1% | 71.8%+2.2pp | 78.6%-4.5pp | 67.6%+6.4pp |
| Annual return | 9.67% | 16.72%-7.0pp | 69.93%-60.3pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,710 | $2,953-42.1% | $4,341-60.6% | $2,755-37.9% |
| Participant deferral / active EE | $3,288 | $4,477-26.6% | $6,031-45.5% | $4,296-23.4% |
| Admin fee / account holder | $29,036 | $8,227+252.9% | $12,690+128.8% | $6,918+319.7% |