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 | $66,837 | $58,512+14.2% | $84,015-20.4% | $72,985-8.4% |
| Participation rate | 74.4% | 61.2%+13.2pp | 69.0%+5.4pp | 69.5%+4.9pp |
| Annual return | 14.58% | 28.93%-14.3pp | 71.31%-56.7pp | 81.00%-66.4pp |
| Employer contribution / active EE | $1,690 | $1,163+45.3% | $1,983-14.8% | $2,440-30.7% |
| Participant deferral / active EE | $4,048 | $2,394+69.1% | $3,239+25.0% | $3,607+12.2% |
| Admin fee / account holder | $2,850 | $4,569-37.6% | $6,101-53.3% | $5,124-44.4% |