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 | $70,202 | $57,541+22.0% | $95,745-26.7% | $75,163-6.6% |
| Participation rate | 72.6% | 62.5%+10.1pp | 72.3%+0.3pp | 67.2%+5.4pp |
| Annual return | 12.55% | 34.93%-22.4pp | 28.35%-15.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,027 | $1,808-43.2% | $2,835-63.8% | $2,670-61.5% |
| Participant deferral / active EE | $4,284 | $3,074+39.4% | $4,245+0.9% | $4,125+3.9% |
| Admin fee / account holder | $1,623 | $4,099-60.4% | $5,678-71.4% | $5,651-71.3% |