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 | $91,280 | $54,762+66.7% | $90,281+1.1% | $72,985+25.1% |
| Participation rate | 77.2% | 65.1%+12.0pp | 73.3%+3.9pp | 69.5%+7.7pp |
| Annual return | 9.27% | 30.63%-21.4pp | 78.10%-68.8pp | 81.00%-71.7pp |
| Employer contribution / active EE | $1,920 | $2,092-8.2% | $2,854-32.7% | $2,440-21.3% |
| Participant deferral / active EE | $2,391 | $2,887-17.2% | $3,885-38.5% | $3,607-33.7% |
| Admin fee / account holder | $21,275 | $3,972+435.6% | $5,351+297.6% | $5,124+315.2% |