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 | $82,298 | $85,202-3.4% | $172,739-52.4% | $72,985+12.8% |
| Participation rate | 71.4% | 70.1%+1.4pp | 82.6%-11.2pp | 69.5%+1.9pp |
| Annual return | 15.44% | 27.32%-11.9pp | 802.84%-787.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,419 | $3,324-57.3% | $5,143-72.4% | $2,440-41.8% |
| Participant deferral / active EE | $3,720 | $3,260+14.1% | $5,198-28.4% | $3,607+3.1% |
| Admin fee / account holder | $3,658 | $5,884-37.8% | $13,954-73.8% | $5,124-28.6% |