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 | $117,546 | $83,477+40.8% | $125,175-6.1% | $72,985+61.1% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.0pp | 69.5%+25.3pp |
| Annual return | 3.81% | 25.78%-22.0pp | 43.79%-40.0pp | 81.00%-77.2pp |
| Employer contribution / active EE | $2,420 | $2,345+3.2% | $3,865-37.4% | $2,440-0.8% |
| Participant deferral / active EE | $6,246 | $3,585+74.2% | $4,937+26.5% | $3,607+73.2% |
| Admin fee / account holder | $981 | $5,517-82.2% | $9,702-89.9% | $5,124-80.8% |