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 | $109,060 | $86,929+25.5% | $102,423+6.5% | $80,856+34.9% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 8.73% | 18.88%-10.1pp | 29.32%-20.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,195 | $2,369-7.3% | $3,023-27.4% | $2,755-20.3% |
| Participant deferral / active EE | $6,977 | $4,118+69.4% | $5,053+38.1% | $4,296+62.4% |
| Admin fee / account holder | $16,260 | $8,049+102.0% | $9,451+72.0% | $6,918+135.0% |