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 | $103,253 | $91,190+13.2% | $178,490-42.2% | $79,858+29.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.84% | 24.19%-19.4pp | 151.07%-146.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $4,986 | $3,256+53.1% | $5,011-0.5% | $2,471+101.8% |
| Participant deferral / active EE | $3,769 | $3,236+16.5% | $5,202-27.5% | $3,740+0.8% |
| Admin fee / account holder | $788 | $6,751-88.3% | $13,984-94.4% | $5,306-85.1% |