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 | $106,758 | $87,013+22.7% | $106,213+0.5% | $80,856+32.0% |
| Participation rate | 94.3% | 70.4%+23.8pp | 75.3%+19.0pp | 67.6%+26.6pp |
| Annual return | 9.29% | 17.05%-7.8pp | 116.14%-106.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,047 | $2,395-14.5% | $3,171-35.5% | $2,755-25.7% |
| Participant deferral / active EE | $3,292 | $3,986-17.4% | $5,016-34.4% | $4,296-23.4% |
| Admin fee / account holder | $15,336 | $8,431+81.9% | $11,033+39.0% | $6,918+121.7% |