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 | $85,150 | $89,698-5.1% | $103,476-17.7% | $80,856+5.3% |
| Participation rate | 77.8% | 76.0%+1.8pp | 80.5%-2.7pp | 67.6%+10.1pp |
| Annual return | 11.44% | 22.78%-11.3pp | 23.90%-12.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $12,374 | $4,018+208.0% | $4,672+164.9% | $2,755+349.2% |
| Participant deferral / active EE | $4,779 | $5,456-12.4% | $6,623-27.8% | $4,296+11.3% |
| Admin fee / account holder | $33,618 | $6,768+396.7% | $9,413+257.1% | $6,918+385.9% |