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 | $85,493 | $73,933+15.6% | $96,683-11.6% | $75,163+13.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 12.12% | 26.70%-14.6pp | 35.69%-23.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,163 | $2,928-60.3% | $3,737-68.9% | $2,670-56.5% |
| Participant deferral / active EE | $1,760 | $3,659-51.9% | $4,878-63.9% | $4,125-57.3% |
| Admin fee / account holder | $1,393 | $5,216-73.3% | $6,730-79.3% | $5,651-75.3% |