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 | $81,418 | $55,706+46.2% | $75,886+7.3% | $72,985+11.6% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.3%+25.7pp | 69.5%+25.5pp |
| Annual return | 1.81% | 27.59%-25.8pp | 30.76%-28.9pp | 81.00%-79.2pp |
| Employer contribution / active EE | $1,021 | $1,687-39.4% | $2,500-59.2% | $2,440-58.1% |
| Participant deferral / active EE | $2,645 | $2,634+0.4% | $3,603-26.6% | $3,607-26.7% |
| Admin fee / account holder | $2,625 | $3,978-34.0% | $5,418-51.6% | $5,124-48.8% |