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 | $109,966 | $93,571+17.5% | $135,903-19.1% | $75,163+46.3% |
| Participation rate | 74.4% | 75.2%-0.8pp | 81.9%-7.5pp | 67.2%+7.2pp |
| Annual return | 12.47% | 30.90%-18.4pp | 68.23%-55.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,106 | $3,537-68.7% | $4,856-77.2% | $2,670-58.6% |
| Participant deferral / active EE | $8,546 | $6,404+33.4% | $7,758+10.2% | $4,125+107.2% |
| Admin fee / account holder | $8,143 | $6,975+16.7% | $10,762-24.3% | $5,651+44.1% |