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 | $117,190 | $109,359+7.2% | $162,163-27.7% | $72,985+60.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 7.02% | 25.46%-18.4pp | 115.59%-108.6pp | 81.00%-74.0pp |
| Employer contribution / active EE | $3,021 | $3,907-22.7% | $5,614-46.2% | $2,440+23.8% |
| Participant deferral / active EE | $3,928 | $5,481-28.3% | $7,298-46.2% | $3,607+8.9% |
| Admin fee / account holder | $3,853 | $7,972-51.7% | $10,843-64.5% | $5,124-24.8% |