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 | $128,341 | $83,477+53.7% | $125,175+2.5% | $72,985+75.8% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.5%+0.5pp |
| Annual return | 0.80% | 25.78%-25.0pp | 43.79%-43.0pp | 81.00%-80.2pp |
| Employer contribution / active EE | $1,540 | $2,345-34.3% | $3,865-60.2% | $2,440-36.9% |
| Participant deferral / active EE | $3,927 | $3,585+9.5% | $4,937-20.4% | $3,607+8.9% |
| Admin fee / account holder | $17,229 | $5,517+212.3% | $9,702+77.6% | $5,124+236.2% |