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 | $101,299 | $94,625+7.1% | $116,228-12.8% | $84,808+19.4% |
| Participation rate | 70.8% | 70.4%+0.4pp | 74.6%-3.7pp | 68.3%+2.5pp |
| Annual return | 11.12% | 20.40%-9.3pp | 90.06%-78.9pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,756 | $2,347-25.2% | $2,994-41.4% | $2,631-33.3% |
| Participant deferral / active EE | $3,127 | $3,972-21.3% | $4,953-36.9% | $4,212-25.8% |
| Admin fee / account holder | $17,429 | $10,091+72.7% | $11,989+45.4% | $7,344+137.3% |