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 | $89,987 | $86,944+3.5% | $107,525-16.3% | $74,304+21.1% |
| Participation rate | 82.4% | 59.6%+22.8pp | 75.1%+7.3pp | 60.3%+22.0pp |
| Annual return | 11.91% | 23.52%-11.6pp | 181.32%-169.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $3,207 | $2,757+16.3% | $3,754-14.6% | $2,241+43.1% |
| Participant deferral / active EE | $5,828 | $3,554+64.0% | $5,116+13.9% | $3,767+54.7% |
| Admin fee / account holder | $6,236 | $3,727+67.3% | $8,919-30.1% | $2,969+110.0% |