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 | $84,858 | $58,512+45.0% | $84,015+1.0% | $72,985+16.3% |
| Participation rate | 86.8% | 61.2%+25.6pp | 69.0%+17.8pp | 69.5%+17.3pp |
| Annual return | 16.38% | 28.93%-12.5pp | 71.31%-54.9pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,043 | $1,163+75.7% | $1,983+3.0% | $2,440-16.3% |
| Participant deferral / active EE | $5,144 | $2,394+114.9% | $3,239+58.8% | $3,607+42.6% |
| Admin fee / account holder | $1,332 | $4,569-70.8% | $6,101-78.2% | $5,124-74.0% |