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 | $78,210 | $59,101+32.3% | $77,163+1.4% | $75,163+4.1% |
| Participation rate | 81.0% | 63.9%+17.1pp | 69.6%+11.4pp | 67.2%+13.8pp |
| Annual return | 12.50% | 26.71%-14.2pp | 37.87%-25.4pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,486 | $1,995-25.5% | $2,535-41.4% | $2,670-44.3% |
| Participant deferral / active EE | $2,507 | $2,999-16.4% | $3,833-34.6% | $4,125-39.2% |
| Admin fee / account holder | $5,303 | $4,774+11.1% | $5,472-3.1% | $5,651-6.2% |