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 | $123,615 | $109,881+12.5% | $150,045-17.6% | $84,808+45.8% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 9.54% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,113 | $3,561-68.7% | $4,693-76.3% | $2,631-57.7% |
| Participant deferral / active EE | $8,414 | $6,636+26.8% | $7,997+5.2% | $4,212+99.8% |
| Admin fee / account holder | $8,924 | $8,568+4.2% | $13,435-33.6% | $7,344+21.5% |