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 | $92,392 | $67,411+37.1% | $91,001+1.5% | $70,131+31.7% |
| Participation rate | 77.1% | 71.4%+5.7pp | 75.6%+1.5pp | 69.5%+7.6pp |
| Annual return | 9.49% | -40.16%+49.7pp | 4.60%+4.9pp | 73.14%-63.7pp |
| Employer contribution / active EE | $2,302 | $1,786+28.9% | $2,456-6.2% | $2,342-1.7% |
| Participant deferral / active EE | $1,405 | $2,823-50.2% | $3,547-60.4% | $3,332-57.8% |
| Admin fee / account holder | $515 | $4,236-87.9% | $5,417-90.5% | $4,645-88.9% |