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 | $83,746 | $96,484-13.2% | $156,263-46.4% | $74,304+12.7% |
| Participation rate | 74.3% | 67.7%+6.6pp | 78.9%-4.7pp | 60.3%+13.9pp |
| Annual return | 10.74% | 17.73%-7.0pp | 59.47%-48.7pp | 29.43%-18.7pp |
| Employer contribution / active EE | $1,601 | $2,528-36.7% | $4,333-63.1% | $2,241-28.6% |
| Participant deferral / active EE | $4,566 | $4,286+6.5% | $6,158-25.9% | $3,767+21.2% |
| Admin fee / account holder | $6,938 | $3,728+86.1% | $14,255-51.3% | $2,969+133.7% |