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 | $75,358 | $54,762+37.6% | $90,281-16.5% | $72,985+3.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 2.37% | 30.63%-28.3pp | 78.10%-75.7pp | 81.00%-78.6pp |
| Employer contribution / active EE | $2,934 | $2,092+40.2% | $2,854+2.8% | $2,440+20.3% |
| Participant deferral / active EE | $3,097 | $2,887+7.3% | $3,885-20.3% | $3,607-14.2% |
| Admin fee / account holder | $27,296 | $3,972+587.2% | $5,351+410.1% | $5,124+432.7% |