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 | $119,596 | $91,552+30.6% | $133,956-10.7% | $79,858+49.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 2.61% | 61.85%-59.2pp | 45.09%-42.5pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,466 | $2,384+3.5% | $3,919-37.1% | $2,471-0.2% |
| Participant deferral / active EE | $6,150 | $3,733+64.7% | $5,048+21.8% | $3,740+64.4% |
| Admin fee / account holder | $9,840 | $6,321+55.7% | $8,927+10.2% | $5,306+85.4% |