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 | $108,574 | $78,705+38.0% | $117,854-7.9% | $70,131+54.8% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 7.90% | 23.30%-15.4pp | 335.08%-327.2pp | 73.14%-65.2pp |
| Employer contribution / active EE | $1,424 | $2,223-36.0% | $3,786-62.4% | $2,342-39.2% |
| Participant deferral / active EE | $6,380 | $3,297+93.5% | $4,482+42.4% | $3,332+91.5% |
| Admin fee / account holder | $6,553 | $5,065+29.4% | $8,020-18.3% | $4,645+41.1% |