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 | $110,426 | $58,828+87.7% | $77,999+41.6% | $62,891+75.6% |
| Participation rate | 80.8% | 71.1%+9.7pp | 75.5%+5.2pp | 69.3%+11.5pp |
| Annual return | 3.90% | 17.16%-13.3pp | 425.96%-422.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,582 | $1,672-5.4% | $2,470-36.0% | $2,281-30.6% |
| Participant deferral / active EE | $6,003 | $2,686+123.5% | $3,497+71.7% | $3,203+87.4% |
| Admin fee / account holder | $1,695 | $4,393-61.4% | $5,480-69.1% | $4,296-60.5% |