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 | $113,403 | $78,705+44.1% | $117,854-3.8% | $70,131+61.7% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 5.19% | 23.30%-18.1pp | 335.08%-329.9pp | 73.14%-68.0pp |
| Employer contribution / active EE | $2,788 | $2,223+25.4% | $3,786-26.4% | $2,342+19.0% |
| Participant deferral / active EE | $3,799 | $3,297+15.2% | $4,482-15.2% | $3,332+14.0% |
| Admin fee / account holder | $4,840 | $5,065-4.4% | $8,020-39.6% | $4,645+4.2% |