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 | $94,654 | $72,277+31.0% | $101,248-6.5% | $79,858+18.5% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 5.47% | 22.30%-16.8pp | 46.47%-41.0pp | 31.71%-26.2pp |
| Employer contribution / active EE | $6,250 | $2,692+132.2% | $3,660+70.8% | $2,471+153.0% |
| Participant deferral / active EE | $2,811 | $3,282-14.3% | $4,370-35.7% | $3,740-24.8% |
| Admin fee / account holder | $702 | $4,400-84.1% | $5,945-88.2% | $5,306-86.8% |