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 | $91,760 | $89,753+2.2% | $107,525-14.7% | $84,808+8.2% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.7pp |
| Annual return | 12.15% | 29.48%-17.3pp | 181.32%-169.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $5,901 | $3,113+89.5% | $3,754+57.2% | $2,631+124.3% |
| Participant deferral / active EE | $4,611 | $4,056+13.7% | $5,116-9.9% | $4,212+9.5% |
| Admin fee / account holder | $2,690 | $7,222-62.7% | $8,919-69.8% | $7,344-63.4% |