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 | $111,281 | $57,016+95.2% | $84,966+31.0% | $80,856+37.6% |
| Participation rate | 88.9% | 56.3%+32.5pp | 67.5%+21.4pp | 67.6%+21.3pp |
| Annual return | 10.22% | 21.66%-11.4pp | 66.38%-56.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,492 | $1,798-17.0% | $2,727-45.3% | $2,755-45.8% |
| Participant deferral / active EE | $8,649 | $3,110+178.2% | $4,519+91.4% | $4,296+101.3% |
| Admin fee / account holder | $9,867 | $4,980+98.1% | $6,149+60.5% | $6,918+42.6% |