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 | $82,211 | $51,638+59.2% | $68,368+20.2% | $82,448-0.3% |
| Participation rate | 70.8% | 63.6%+7.2pp | 73.8%-3.0pp | 68.1%+2.7pp |
| Annual return | 12.76% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,270 | $2,047-37.9% | $2,649-52.1% | $2,551-50.2% |
| Participant deferral / active EE | $4,561 | $2,914+56.5% | $4,123+10.6% | $4,139+10.2% |
| Admin fee / account holder | $10,441 | $4,643+124.9% | $5,150+102.8% | $7,234+44.3% |