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 | $116,827 | $55,706+109.7% | $75,886+53.9% | $72,985+60.1% |
| Participation rate | 79.2% | 61.1%+18.0pp | 69.3%+9.9pp | 69.5%+9.7pp |
| Annual return | 12.52% | 27.59%-15.1pp | 30.76%-18.2pp | 81.00%-68.5pp |
| Employer contribution / active EE | $1,500 | $1,687-11.0% | $2,500-40.0% | $2,440-38.5% |
| Participant deferral / active EE | $2,020 | $2,634-23.3% | $3,603-43.9% | $3,607-44.0% |
| Admin fee / account holder | $5,841 | $3,978+46.8% | $5,418+7.8% | $5,124+14.0% |