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 | $70,469 | $62,573+12.6% | $85,682-17.8% | $85,850-17.9% |
| Participation rate | 82.4% | 61.1%+21.2pp | 69.9%+12.5pp | 69.3%+13.0pp |
| Annual return | 10.18% | 23.77%-13.6pp | 21.49%-11.3pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,884 | $1,757+7.3% | $2,618-28.0% | $2,565-26.5% |
| Participant deferral / active EE | $2,769 | $2,802-1.2% | $3,923-29.4% | $3,952-29.9% |
| Admin fee / account holder | $9,039 | $4,640+94.8% | $6,873+31.5% | $6,260+44.4% |