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 | $102,275 | $60,349+69.5% | $74,183+37.9% | $62,891+62.6% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | -2.00% | 21.37%-23.4pp | 17.74%-19.7pp | 20.14%-22.1pp |
| Employer contribution / active EE | $1,861 | $1,680+10.8% | $2,370-21.5% | $2,281-18.4% |
| Participant deferral / active EE | $4,659 | $2,856+63.1% | $3,550+31.2% | $3,203+45.5% |
| Admin fee / account holder | $2,514 | $4,261-41.0% | $5,586-55.0% | $4,296-41.5% |