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 | $90,163 | $87,733+2.8% | $106,548-15.4% | $85,850+5.0% |
| Participation rate | 94.9% | 71.9%+22.9pp | 76.1%+18.7pp | 69.3%+25.6pp |
| Annual return | 8.04% | 21.86%-13.8pp | 26.80%-18.8pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,759 | $2,073-15.1% | $2,819-37.6% | $2,565-31.4% |
| Participant deferral / active EE | $4,336 | $3,469+25.0% | $4,398-1.4% | $3,952+9.7% |
| Admin fee / account holder | $1,200 | $6,767-82.3% | $7,407-83.8% | $6,260-80.8% |