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 | $104,693 | $72,012+45.4% | $185,823-43.7% | $79,858+31.1% |
| Participation rate | 90.9% | 65.8%+25.1pp | 78.0%+12.9pp | 69.6%+21.3pp |
| Annual return | 8.32% | 23.12%-14.8pp | 35.95%-27.6pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,039 | $1,965-47.1% | $4,087-74.6% | $2,471-57.9% |
| Participant deferral / active EE | $4,731 | $3,779+25.2% | $5,632-16.0% | $3,740+26.5% |
| Admin fee / account holder | $15,135 | $4,513+235.4% | $9,500+59.3% | $5,306+185.2% |