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 | $90,683 | $68,719+32.0% | $91,541-0.9% | $84,808+6.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.55% | 19.12%-6.6pp | 20.50%-8.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,995 | $1,920+3.9% | $2,505-20.3% | $2,631-24.2% |
| Participant deferral / active EE | $4,367 | $3,136+39.3% | $4,008+8.9% | $4,212+3.7% |
| Admin fee / account holder | $10,024 | $5,786+73.2% | $6,956+44.1% | $7,344+36.5% |