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 | $96,441 | $93,571+3.1% | $135,903-29.0% | $75,163+28.3% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 14.79% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,751 | $3,537-50.5% | $4,856-63.9% | $2,670-34.4% |
| Participant deferral / active EE | $5,905 | $6,404-7.8% | $7,758-23.9% | $4,125+43.1% |
| Admin fee / account holder | $14,676 | $6,975+110.4% | $10,762+36.4% | $5,651+159.7% |