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 | $81,794 | $89,355-8.5% | $141,162-42.1% | $72,985+12.1% |
| Participation rate | 83.7% | 75.1%+8.6pp | 82.5%+1.2pp | 69.5%+14.2pp |
| Annual return | 11.19% | 111.85%-100.7pp | 71.39%-60.2pp | 81.00%-69.8pp |
| Employer contribution / active EE | $2,080 | $3,114-33.2% | $4,735-56.1% | $2,440-14.8% |
| Participant deferral / active EE | $4,144 | $5,418-23.5% | $6,709-38.2% | $3,607+14.9% |
| Admin fee / account holder | $1,300 | $5,958-78.2% | $10,261-87.3% | $5,124-74.6% |