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 | $97,478 | $72,012+35.4% | $185,823-47.5% | $79,858+22.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 6.46% | 23.12%-16.7pp | 35.95%-29.5pp | 31.71%-25.3pp |
| Employer contribution / active EE | $3,451 | $1,965+75.7% | $4,087-15.6% | $2,471+39.7% |
| Participant deferral / active EE | $6,067 | $3,779+60.5% | $5,632+7.7% | $3,740+62.2% |
| Admin fee / account holder | $3,342 | $4,513-25.9% | $9,500-64.8% | $5,306-37.0% |