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 | $96,784 | $70,475+37.3% | $100,516-3.7% | $79,858+21.2% |
| Participation rate | 83.1% | 73.7%+9.5pp | 79.4%+3.7pp | 69.6%+13.5pp |
| Annual return | 10.94% | 21.90%-11.0pp | 30.89%-20.0pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,549 | $2,165-28.5% | $3,418-54.7% | $2,471-37.3% |
| Participant deferral / active EE | $6,256 | $5,181+20.8% | $6,270-0.2% | $3,740+67.3% |
| Admin fee / account holder | $6,075 | $4,478+35.7% | $8,081-24.8% | $5,306+14.5% |