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 | $81,896 | $60,892+34.5% | $82,389-0.6% | $84,808-3.4% |
| Participation rate | 87.5% | 63.3%+24.2pp | 69.5%+18.0pp | 68.3%+19.2pp |
| Annual return | 12.54% | 37.29%-24.8pp | 28.67%-16.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,173 | $1,779+22.1% | $2,517-13.7% | $2,631-17.4% |
| Participant deferral / active EE | $4,060 | $3,179+27.7% | $4,155-2.3% | $4,212-3.6% |
| Admin fee / account holder | $11,933 | $5,467+118.3% | $7,231+65.0% | $7,344+62.5% |