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 | $99,447 | $60,022+65.7% | $88,946+11.8% | $84,808+17.3% |
| Participation rate | 82.6% | 57.8%+24.8pp | 68.8%+13.8pp | 68.3%+14.3pp |
| Annual return | 12.37% | 22.43%-10.1pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,659 | $1,703+56.1% | $2,555+4.1% | $2,631+1.1% |
| Participant deferral / active EE | $2,193 | $3,114-29.6% | $4,581-52.1% | $4,212-47.9% |
| Admin fee / account holder | $2,352 | $4,811-51.1% | $8,261-71.5% | $7,344-68.0% |