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 | $93,224 | $77,899+19.7% | $149,673-37.7% | $75,163+24.0% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 12.58% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,464 | $3,137+10.4% | $4,818-28.1% | $2,670+29.8% |
| Participant deferral / active EE | $4,540 | $3,411+33.1% | $5,680-20.1% | $4,125+10.1% |
| Admin fee / account holder | $7,140 | $5,956+19.9% | $13,210-46.0% | $5,651+26.3% |