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 | $105,001 | $78,672+33.5% | $109,143-3.8% | $85,850+22.3% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 10.56% | 25.09%-14.5pp | 25.75%-15.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,300 | $2,735-52.5% | $3,722-65.1% | $2,565-49.3% |
| Participant deferral / active EE | $4,582 | $3,467+32.1% | $4,653-1.5% | $3,952+15.9% |
| Admin fee / account holder | $6,969 | $5,469+27.4% | $6,752+3.2% | $6,260+11.3% |