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 | $95,087 | $78,422+21.3% | $95,952-0.9% | $79,858+19.1% |
| Participation rate | 98.1% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.5pp |
| Annual return | 7.37% | 19.37%-12.0pp | 91.61%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $2,391 | $1,945+22.9% | $2,541-5.9% | $2,471-3.2% |
| Participant deferral / active EE | $2,778 | $3,440-19.2% | $4,167-33.3% | $3,740-25.7% |
| Admin fee / account holder | $5,403 | $5,622-3.9% | $6,795-20.5% | $5,306+1.8% |