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 | $87,464 | $65,365+33.8% | $92,893-5.8% | $72,985+19.8% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.2pp |
| Annual return | 6.13% | 42.10%-36.0pp | 109.41%-103.3pp | 81.00%-74.9pp |
| Employer contribution / active EE | $1,524 | $2,594-41.2% | $3,653-58.3% | $2,440-37.5% |
| Participant deferral / active EE | $3,801 | $3,128+21.5% | $4,236-10.3% | $3,607+5.4% |
| Admin fee / account holder | $6,811 | $4,251+60.2% | $5,794+17.6% | $5,124+32.9% |