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 | $98,411 | $91,552+7.5% | $133,956-26.5% | $79,858+23.2% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 6.92% | 61.85%-54.9pp | 45.09%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $3,139 | $2,384+31.7% | $3,919-19.9% | $2,471+27.1% |
| Participant deferral / active EE | $6,444 | $3,733+72.6% | $5,048+27.7% | $3,740+72.3% |
| Admin fee / account holder | $10,853 | $6,321+71.7% | $8,927+21.6% | $5,306+104.5% |