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 | $111,155 | $109,359+1.6% | $162,163-31.5% | $72,985+52.3% |
| Participation rate | 85.2% | 84.3%+0.9pp | 87.6%-2.4pp | 69.5%+15.7pp |
| Annual return | 16.51% | 25.46%-8.9pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,951 | $3,907-50.1% | $5,614-65.3% | $2,440-20.1% |
| Participant deferral / active EE | $3,631 | $5,481-33.8% | $7,298-50.2% | $3,607+0.7% |
| Admin fee / account holder | $18,318 | $7,972+129.8% | $10,843+68.9% | $5,124+257.5% |