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 | $100,945 | $86,891+16.2% | $142,449-29.1% | $75,163+34.3% |
| Participation rate | 77.4% | 68.5%+8.8pp | 76.8%+0.6pp | 67.2%+10.2pp |
| Annual return | 13.17% | 23.31%-10.1pp | 19.99%-6.8pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,967 | $3,355-41.4% | $4,847-59.4% | $2,670-26.3% |
| Participant deferral / active EE | $2,765 | $4,938-44.0% | $6,283-56.0% | $4,125-33.0% |
| Admin fee / account holder | $8,267 | $7,299+13.3% | $10,011-17.4% | $5,651+46.3% |