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 | $92,901 | $93,571-0.7% | $135,903-31.6% | $75,163+23.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 8.63% | 30.90%-22.3pp | 68.23%-59.6pp | 160.62%-152.0pp |
| Employer contribution / active EE | $4,694 | $3,537+32.7% | $4,856-3.3% | $2,670+75.8% |
| Participant deferral / active EE | $8,398 | $6,404+31.1% | $7,758+8.2% | $4,125+103.6% |
| Admin fee / account holder | $8,804 | $6,975+26.2% | $10,762-18.2% | $5,651+55.8% |