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 | $98,459 | $70,475+39.7% | $100,516-2.0% | $79,858+23.3% |
| Participation rate | 75.5% | 73.7%+1.8pp | 79.4%-3.9pp | 69.6%+5.8pp |
| Annual return | 11.40% | 21.90%-10.5pp | 30.89%-19.5pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,461 | $2,165-32.5% | $3,418-57.2% | $2,471-40.9% |
| Participant deferral / active EE | $3,994 | $5,181-22.9% | $6,270-36.3% | $3,740+6.8% |
| Admin fee / account holder | $2,105 | $4,478-53.0% | $8,081-74.0% | $5,306-60.3% |