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 | $117,626 | $89,355+31.6% | $141,162-16.7% | $72,985+61.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 18.94% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,300 | $3,114-58.3% | $4,735-72.5% | $2,440-46.7% |
| Participant deferral / active EE | $8,201 | $5,418+51.4% | $6,709+22.2% | $3,607+127.3% |
| Admin fee / account holder | $5,374 | $5,958-9.8% | $10,261-47.6% | $5,124+4.9% |