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 | $124,938 | $138,562-9.8% | $246,525-49.3% | $116,875+6.9% |
| Participation rate | 73.2% | 72.8%+0.4pp | 82.0%-8.8pp | 74.5%-1.4pp |
| Annual return | 9.91% | 16.14%-6.2pp | 0.46%+9.5pp | 16.29%-6.4pp |
| Employer contribution / active EE | $7,939 | $4,835+64.2% | $7,467+6.3% | $3,288+141.5% |
| Participant deferral / active EE | $2,600 | $4,207-38.2% | $5,422-52.1% | $3,885-33.1% |
| Admin fee / account holder | $46,355 | $18,110+156.0% | $16,551+180.1% | $12,263+278.0% |