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 | $65,806 | $63,355+3.9% | $91,989-28.5% | $72,985-9.8% |
| Participation rate | 78.6% | 72.5%+6.1pp | 78.6%-0.1pp | 69.5%+9.1pp |
| Annual return | 18.25% | 35.35%-17.1pp | 69.02%-50.8pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,968 | $2,116-7.0% | $3,452-43.0% | $2,440-19.4% |
| Participant deferral / active EE | $3,694 | $4,883-24.3% | $5,923-37.6% | $3,607+2.4% |
| Admin fee / account holder | $2,327 | $4,668-50.1% | $7,743-69.9% | $5,124-54.6% |