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 | $100,758 | $83,477+20.7% | $125,175-19.5% | $72,985+38.1% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.9pp | 69.5%+11.2pp |
| Annual return | 5.57% | 25.78%-20.2pp | 43.79%-38.2pp | 81.00%-75.4pp |
| Employer contribution / active EE | $1,589 | $2,345-32.2% | $3,865-58.9% | $2,440-34.9% |
| Participant deferral / active EE | $3,843 | $3,585+7.2% | $4,937-22.2% | $3,607+6.5% |
| Admin fee / account holder | $29,621 | $5,517+436.9% | $9,702+205.3% | $5,124+478.0% |