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 | $94,290 | $95,416-1.2% | $185,823-49.3% | $85,850+9.8% |
| Participation rate | 94.2% | 68.8%+25.5pp | 81.7%+12.5pp | 69.3%+24.9pp |
| Annual return | 9.86% | 23.59%-13.7pp | 122.05%-112.2pp | 318.53%-308.7pp |
| Employer contribution / active EE | $2,058 | $3,314-37.9% | $5,167-60.2% | $2,565-19.8% |
| Participant deferral / active EE | $2,334 | $3,423-31.8% | $5,568-58.1% | $3,952-40.9% |
| Admin fee / account holder | $3,163 | $7,213-56.2% | $16,237-80.5% | $6,260-49.5% |