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 | $67,894+33.6% | $89,340+1.5% | $82,448+10.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.55% | 19.21%-6.7pp | 20.57%-8.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,995 | $1,828+9.2% | $2,231-10.6% | $2,551-21.8% |
| Participant deferral / active EE | $4,367 | $3,072+42.1% | $3,823+14.2% | $4,139+5.5% |
| Admin fee / account holder | $10,024 | $5,723+75.2% | $6,704+49.5% | $7,234+38.6% |