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 | $81,921 | $60,349+35.7% | $74,183+10.4% | $62,891+30.3% |
| Participation rate | 93.1% | 72.7%+20.4pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | -4.08% | 21.37%-25.5pp | 17.74%-21.8pp | 20.14%-24.2pp |
| Employer contribution / active EE | $3,050 | $1,680+81.5% | $2,370+28.7% | $2,281+33.7% |
| Participant deferral / active EE | $3,334 | $2,856+16.7% | $3,550-6.1% | $3,203+4.1% |
| Admin fee / account holder | $772 | $4,261-81.9% | $5,586-86.2% | $4,296-82.0% |