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 | $95,440 | $62,672+52.3% | $185,117-48.4% | $70,131+36.1% |
| Participation rate | 76.7% | 63.8%+13.0pp | 77.3%-0.5pp | 69.5%+7.2pp |
| Annual return | 11.04% | 40.79%-29.7pp | 40.50%-29.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,261 | $1,753-28.1% | $4,182-69.8% | $2,342-46.2% |
| Participant deferral / active EE | $4,824 | $3,272+47.5% | $5,045-4.4% | $3,332+44.8% |
| Admin fee / account holder | $425 | $3,932-89.2% | $8,159-94.8% | $4,645-90.8% |