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 | $94,055 | $95,453-1.5% | $112,040-16.1% | $82,448+14.1% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.5%+16.6pp | 68.1%+25.0pp |
| Annual return | 11.70% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,221 | $2,318-4.2% | $2,954-24.8% | $2,551-12.9% |
| Participant deferral / active EE | $5,763 | $4,224+36.4% | $5,098+13.0% | $4,139+39.2% |
| Admin fee / account holder | $15,866 | $9,013+76.0% | $12,098+31.1% | $7,234+119.3% |