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 | $85,577 | $77,314+10.7% | $177,989-51.9% | $80,856+5.8% |
| Participation rate | 70.3% | 65.7%+4.6pp | 77.1%-6.8pp | 67.6%+2.6pp |
| Annual return | 8.74% | 18.09%-9.3pp | 294.48%-285.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,659 | $2,292+16.0% | $3,949-32.7% | $2,755-3.5% |
| Participant deferral / active EE | $4,356 | $4,411-1.2% | $6,276-30.6% | $4,296+1.4% |
| Admin fee / account holder | $4,871 | $7,191-32.3% | $10,363-53.0% | $6,918-29.6% |