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 | $104,291 | $73,638+41.6% | $95,952+8.7% | $73,488+41.9% |
| Participation rate | 73.0% | 76.2%-3.2pp | 77.1%-4.1pp | 70.7%+2.3pp |
| Annual return | 9.67% | 16.78%-7.1pp | 91.61%-81.9pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,355 | $1,863-27.3% | $2,541-46.7% | $2,270-40.3% |
| Participant deferral / active EE | $4,741 | $3,617+31.1% | $4,167+13.8% | $3,740+26.8% |
| Admin fee / account holder | $1,824 | $482+278.4% | $6,795-73.2% | $513+255.6% |