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 | $82,644 | $96,484-14.3% | $156,263-47.1% | $74,304+11.2% |
| Participation rate | 76.7% | 67.7%+9.1pp | 78.9%-2.2pp | 60.3%+16.4pp |
| Annual return | 11.03% | 17.73%-6.7pp | 59.47%-48.4pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,452 | $2,528-42.6% | $4,333-66.5% | $2,241-35.2% |
| Participant deferral / active EE | $3,149 | $4,286-26.5% | $6,158-48.9% | $3,767-16.4% |
| Admin fee / account holder | $4,395 | $3,728+17.9% | $14,255-69.2% | $2,969+48.0% |