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 | $82,813 | $72,277+14.6% | $101,248-18.2% | $79,858+3.7% |
| Participation rate | 88.6% | 68.5%+20.1pp | 75.8%+12.8pp | 69.6%+18.9pp |
| Annual return | 4.88% | 22.30%-17.4pp | 46.47%-41.6pp | 31.71%-26.8pp |
| Employer contribution / active EE | $3,645 | $2,692+35.4% | $3,660-0.4% | $2,471+47.5% |
| Participant deferral / active EE | $8,069 | $3,282+145.9% | $4,370+84.6% | $3,740+115.7% |
| Admin fee / account holder | $28,109 | $4,400+538.8% | $5,945+372.8% | $5,306+429.7% |