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 | $122,173 | $109,881+11.2% | $150,045-18.6% | $84,808+44.1% |
| Participation rate | 76.3% | 76.1%+0.2pp | 82.3%-6.0pp | 68.3%+8.0pp |
| Annual return | 9.64% | 28.25%-18.6pp | 62.55%-52.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,628 | $3,561-54.3% | $4,693-65.3% | $2,631-38.1% |
| Participant deferral / active EE | $7,691 | $6,636+15.9% | $7,997-3.8% | $4,212+82.6% |
| Admin fee / account holder | $4,407 | $8,568-48.6% | $13,435-67.2% | $7,344-40.0% |