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 | $117,825 | $76,552+53.9% | $123,892-4.9% | $62,891+87.3% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | -0.35% | 18.68%-19.0pp | 47.52%-47.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $3,915 | $2,883+35.8% | $4,617-15.2% | $2,281+71.6% |
| Participant deferral / active EE | $8,531 | $4,840+76.3% | $5,984+42.6% | $3,203+166.4% |
| Admin fee / account holder | $949 | $4,826-80.3% | $8,357-88.6% | $4,296-77.9% |