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 | $96,819 | $46,869+106.6% | $122,332-20.9% | $70,131+38.1% |
| Participation rate | 71.4% | 58.2%+13.2pp | 71.6%-0.2pp | 69.5%+1.9pp |
| Annual return | 6.95% | 24.22%-17.3pp | 30.27%-23.3pp | 73.14%-66.2pp |
| Employer contribution / active EE | $1,807 | $1,288+40.3% | $4,050-55.4% | $2,342-22.9% |
| Participant deferral / active EE | $4,192 | $2,166+93.5% | $3,287+27.5% | $3,332+25.8% |
| Admin fee / account holder | $421 | $3,322-87.3% | $5,478-92.3% | $4,645-90.9% |