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 | $84,066 | $67,606+24.3% | $82,313+2.1% | $70,131+19.9% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.5pp |
| Annual return | 10.56% | 21.57%-11.0pp | 25.88%-15.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $473 | $1,755-73.0% | $2,428-80.5% | $2,342-79.8% |
| Participant deferral / active EE | $1,915 | $2,987-35.9% | $3,706-48.3% | $3,332-42.5% |
| Admin fee / account holder | $8,523 | $4,512+88.9% | $5,608+52.0% | $4,645+83.5% |