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 | $119,350 | $83,477+43.0% | $125,175-4.7% | $72,985+63.5% |
| Participation rate | 75.6% | 73.3%+2.3pp | 79.8%-4.2pp | 69.5%+6.1pp |
| Annual return | 0.53% | 25.78%-25.3pp | 43.79%-43.3pp | 81.00%-80.5pp |
| Employer contribution / active EE | $2,856 | $2,345+21.8% | $3,865-26.1% | $2,440+17.1% |
| Participant deferral / active EE | $2,799 | $3,585-21.9% | $4,937-43.3% | $3,607-22.4% |
| Admin fee / account holder | $19,282 | $5,517+249.5% | $9,702+98.7% | $5,124+276.3% |