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 | $110,855 | $109,881+0.9% | $150,045-26.1% | $84,808+30.7% |
| Participation rate | 70.6% | 76.1%-5.5pp | 82.3%-11.7pp | 68.3%+2.3pp |
| Annual return | 12.86% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,256 | $3,561-64.7% | $4,693-73.2% | $2,631-52.3% |
| Participant deferral / active EE | $4,173 | $6,636-37.1% | $7,997-47.8% | $4,212-0.9% |
| Admin fee / account holder | $19,763 | $8,568+130.7% | $13,435+47.1% | $7,344+169.1% |