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 | $98,410 | $81,248+21.1% | $155,509-36.7% | $80,856+21.7% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.6pp | 67.6%+15.1pp |
| Annual return | 8.08% | 33.31%-25.2pp | 64.67%-56.6pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,075 | $3,100-65.3% | $4,672-77.0% | $2,755-61.0% |
| Participant deferral / active EE | $3,465 | $3,452+0.4% | $5,626-38.4% | $4,296-19.3% |
| Admin fee / account holder | $1,362 | $7,997-83.0% | $15,912-91.4% | $6,918-80.3% |