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 | $116,263 | $69,977+66.1% | $108,579+7.1% | $62,891+84.9% |
| Participation rate | 76.9% | 72.9%+4.0pp | 79.6%-2.6pp | 69.3%+7.6pp |
| Annual return | 4.72% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,112 | $2,135-47.9% | $3,758-70.4% | $2,281-51.3% |
| Participant deferral / active EE | $4,119 | $3,165+30.2% | $4,311-4.4% | $3,203+28.6% |
| Admin fee / account holder | $7,952 | $5,076+56.6% | $7,645+4.0% | $4,296+85.1% |