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 | $97,868 | $109,881-10.9% | $150,045-34.8% | $84,808+15.4% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 11.65% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,311 | $3,561-63.2% | $4,693-72.1% | $2,631-50.2% |
| Participant deferral / active EE | $6,536 | $6,636-1.5% | $7,997-18.3% | $4,212+55.2% |
| Admin fee / account holder | $13,399 | $8,568+56.4% | $13,435-0.3% | $7,344+82.4% |