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 | $74,020 | $85,766-13.7% | $136,294-45.7% | $70,131+5.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 9.83% | 31.45%-21.6pp | 5155.94%-5146.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $2,375 | $2,966-19.9% | $4,695-49.4% | $2,342+1.4% |
| Participant deferral / active EE | $4,632 | $5,051-8.3% | $6,247-25.8% | $3,332+39.0% |
| Admin fee / account holder | $2,981 | $5,420-45.0% | $9,243-67.7% | $4,645-35.8% |