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 | $84,779 | $55,706+52.2% | $75,886+11.7% | $72,985+16.2% |
| Participation rate | 77.4% | 61.1%+16.3pp | 69.3%+8.1pp | 69.5%+7.9pp |
| Annual return | 16.63% | 27.59%-11.0pp | 30.76%-14.1pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,217 | $1,687-27.9% | $2,500-51.3% | $2,440-50.1% |
| Participant deferral / active EE | $3,866 | $2,634+46.8% | $3,603+7.3% | $3,607+7.2% |
| Admin fee / account holder | $7,574 | $3,978+90.4% | $5,418+39.8% | $5,124+47.8% |