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 | $95,074 | $77,503+22.7% | $100,391-5.3% | $80,856+17.6% |
| Participation rate | 84.8% | 76.9%+7.9pp | 81.5%+3.4pp | 67.6%+17.2pp |
| Annual return | 11.34% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,685 | $2,801-39.9% | $3,942-57.3% | $2,755-38.8% |
| Participant deferral / active EE | $4,671 | $6,820-31.5% | $8,082-42.2% | $4,296+8.7% |
| Admin fee / account holder | $1,907 | $5,897-67.7% | $7,899-75.9% | $6,918-72.4% |