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 | $99,175 | $78,705+26.0% | $117,854-15.8% | $70,131+41.4% |
| Participation rate | 72.0% | 73.2%-1.2pp | 79.7%-7.7pp | 69.5%+2.5pp |
| Annual return | 4.83% | 23.30%-18.5pp | 335.08%-330.2pp | 73.14%-68.3pp |
| Employer contribution / active EE | $3,224 | $2,223+45.0% | $3,786-14.8% | $2,342+37.7% |
| Participant deferral / active EE | $5,339 | $3,297+61.9% | $4,482+19.1% | $3,332+60.2% |
| Admin fee / account holder | $2,190 | $5,065-56.8% | $8,020-72.7% | $4,645-52.9% |