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 | $94,962 | $74,927+26.7% | $101,794-6.7% | $84,808+12.0% |
| Participation rate | 75.7% | 61.4%+14.3pp | 69.2%+6.5pp | 68.3%+7.4pp |
| Annual return | 7.22% | 18.70%-11.5pp | 30.53%-23.3pp | 40.90%-33.7pp |
| Employer contribution / active EE | $1,802 | $1,522+18.4% | $2,289-21.3% | $2,631-31.5% |
| Participant deferral / active EE | $4,069 | $3,099+31.3% | $4,084-0.4% | $4,212-3.4% |
| Admin fee / account holder | $23,167 | $6,514+255.7% | $8,777+163.9% | $7,344+215.5% |