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 | $88,060 | $78,422+12.3% | $95,952-8.2% | $79,858+10.3% |
| Participation rate | 78.4% | 73.5%+4.9pp | 77.1%+1.3pp | 69.6%+8.7pp |
| Annual return | 9.16% | 19.37%-10.2pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,520 | $1,945-21.9% | $2,541-40.2% | $2,471-38.5% |
| Participant deferral / active EE | $7,527 | $3,440+118.8% | $4,167+80.7% | $3,740+101.3% |
| Admin fee / account holder | $8,127 | $5,622+44.5% | $6,795+19.6% | $5,306+53.2% |