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 | $105,832 | $72,277+46.4% | $101,248+4.5% | $79,858+32.5% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | 2.22% | 22.30%-20.1pp | 46.47%-44.2pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,081 | $2,692-59.9% | $3,660-70.5% | $2,471-56.3% |
| Participant deferral / active EE | $5,998 | $3,282+82.8% | $4,370+37.3% | $3,740+60.4% |
| Admin fee / account holder | $6,828 | $4,400+55.2% | $5,945+14.8% | $5,306+28.7% |