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 | $128,314 | $109,881+16.8% | $150,045-14.5% | $84,808+51.3% |
| Participation rate | 75.4% | 76.1%-0.7pp | 82.3%-6.9pp | 68.3%+7.1pp |
| Annual return | 13.25% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,261 | $3,561-36.5% | $4,693-51.8% | $2,631-14.0% |
| Participant deferral / active EE | $5,370 | $6,636-19.1% | $7,997-32.8% | $4,212+27.5% |
| Admin fee / account holder | $2,432 | $8,568-71.6% | $13,435-81.9% | $7,344-66.9% |