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 | $97,487 | $80,968+20.4% | $96,544+1.0% | $75,163+29.7% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 3.91% | 27.06%-23.2pp | 25.84%-21.9pp | 160.62%-156.7pp |
| Employer contribution / active EE | $2,513 | $2,282+10.1% | $2,965-15.2% | $2,670-5.9% |
| Participant deferral / active EE | $5,316 | $3,928+35.3% | $4,851+9.6% | $4,125+28.9% |
| Admin fee / account holder | $6,056 | $6,724-9.9% | $8,252-26.6% | $5,651+7.2% |