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 | $100,760 | $76,552+31.6% | $123,892-18.7% | $62,891+60.2% |
| Participation rate | 88.1% | 73.0%+15.1pp | 81.4%+6.7pp | 69.3%+18.8pp |
| Annual return | 4.89% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,651 | $2,883-42.7% | $4,617-64.2% | $2,281-27.6% |
| Participant deferral / active EE | $2,551 | $4,840-47.3% | $5,984-57.4% | $3,203-20.4% |
| Admin fee / account holder | $5,699 | $4,826+18.1% | $8,357-31.8% | $4,296+32.7% |