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 | $85,633 | $93,571-8.5% | $135,903-37.0% | $75,163+13.9% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 12.65% | 30.90%-18.2pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,721 | $3,537+5.2% | $4,856-23.4% | $2,670+39.4% |
| Participant deferral / active EE | $4,583 | $6,404-28.4% | $7,758-40.9% | $4,125+11.1% |
| Admin fee / account holder | $6,021 | $6,975-13.7% | $10,762-44.1% | $5,651+6.6% |