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 | $85,159 | $72,492+17.5% | $87,100-2.2% | $72,985+16.7% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 14.83% | 24.46%-9.6pp | 28.19%-13.4pp | 81.00%-66.2pp |
| Employer contribution / active EE | $4,099 | $1,894+116.4% | $2,521+62.6% | $2,440+68.0% |
| Participant deferral / active EE | $8,000 | $3,270+144.7% | $4,049+97.6% | $3,607+121.8% |
| Admin fee / account holder | $895 | $5,055-82.3% | $7,497-88.1% | $5,124-82.5% |