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 | $73,742 | $72,012+2.4% | $185,823-60.3% | $79,858-7.7% |
| Participation rate | 89.3% | 65.8%+23.5pp | 78.0%+11.3pp | 69.6%+19.7pp |
| Annual return | 6.44% | 23.12%-16.7pp | 35.95%-29.5pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,948 | $1,965+50.1% | $4,087-27.9% | $2,471+19.3% |
| Participant deferral / active EE | $4,783 | $3,779+26.6% | $5,632-15.1% | $3,740+27.9% |
| Admin fee / account holder | $9,608 | $4,513+112.9% | $9,500+1.1% | $5,306+81.1% |