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 | $81,301 | $63,355+28.3% | $91,989-11.6% | $72,985+11.4% |
| Participation rate | 72.6% | 72.5%+0.1pp | 78.6%-6.0pp | 69.5%+3.1pp |
| Annual return | 18.90% | 35.35%-16.4pp | 69.02%-50.1pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,558 | $2,116-26.4% | $3,452-54.9% | $2,440-36.2% |
| Participant deferral / active EE | $4,245 | $4,883-13.1% | $5,923-28.3% | $3,607+17.7% |
| Admin fee / account holder | $5,840 | $4,668+25.1% | $7,743-24.6% | $5,124+14.0% |