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 | $110,695 | $78,422+41.2% | $95,952+15.4% | $79,858+38.6% |
| Participation rate | 77.1% | 73.5%+3.7pp | 77.1%+0.1pp | 69.6%+7.5pp |
| Annual return | 5.04% | 19.37%-14.3pp | 91.61%-86.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,714 | $1,945-11.9% | $2,541-32.5% | $2,471-30.6% |
| Participant deferral / active EE | $3,429 | $3,440-0.3% | $4,167-17.7% | $3,740-8.3% |
| Admin fee / account holder | $1,698 | $5,622-69.8% | $6,795-75.0% | $5,306-68.0% |