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 | $85,946 | $81,460+5.5% | $103,333-16.8% | $80,856+6.3% |
| Participation rate | 91.4% | 66.8%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 9.15% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $3,652 | $3,105+17.6% | $3,868-5.6% | $2,755+32.6% |
| Participant deferral / active EE | $7,844 | $3,869+102.7% | $5,057+55.1% | $4,296+82.6% |
| Admin fee / account holder | $23,301 | $6,566+254.8% | $8,355+178.9% | $6,918+236.8% |