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 | $91,391 | $82,879+10.3% | $96,576-5.4% | $67,986+34.4% |
| Participation rate | 75.5% | 75.2%+0.3pp | 81.4%-6.0pp | 57.2%+18.3pp |
| Annual return | 9.29% | 36.90%-27.6pp | 38.47%-29.2pp | 31.67%-22.4pp |
| Employer contribution / active EE | $2,083 | $2,727-23.6% | $3,553-41.4% | $2,019+3.2% |
| Participant deferral / active EE | $11,241 | $6,976+61.1% | $7,956+41.3% | $3,358+234.8% |
| Admin fee / account holder | $8,420 | $2,783+202.5% | $11,381-26.0% | $3,203+162.9% |