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 | $104,281 | $69,977+49.0% | $108,579-4.0% | $62,891+65.8% |
| Participation rate | 98.7% | 72.9%+25.8pp | 79.6%+19.2pp | 69.3%+29.4pp |
| Annual return | 1.41% | 10.73%-9.3pp | -51.70%+53.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $900 | $2,135-57.9% | $3,758-76.1% | $2,281-60.6% |
| Participant deferral / active EE | $3,294 | $3,165+4.1% | $4,311-23.6% | $3,203+2.8% |
| Admin fee / account holder | $14,416 | $5,076+184.0% | $7,645+88.6% | $4,296+235.6% |