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 | $98,614 | $81,248+21.4% | $155,509-36.6% | $80,856+22.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.49% | 33.31%-24.8pp | 64.67%-56.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $4,389 | $3,100+41.6% | $4,672-6.1% | $2,755+59.3% |
| Participant deferral / active EE | $4,355 | $3,452+26.2% | $5,626-22.6% | $4,296+1.4% |
| Admin fee / account holder | $4,821 | $7,997-39.7% | $15,912-69.7% | $6,918-30.3% |