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 | $101,210 | $89,753+12.8% | $107,525-5.9% | $84,808+19.3% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 9.95% | 29.48%-19.5pp | 181.32%-171.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,109 | $3,113-64.4% | $3,754-70.5% | $2,631-57.9% |
| Participant deferral / active EE | $2,802 | $4,056-30.9% | $5,116-45.2% | $4,212-33.5% |
| Admin fee / account holder | $19,187 | $7,222+165.7% | $8,919+115.1% | $7,344+161.3% |