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 | $83,369+7.9% | $105,223-14.5% | $67,986+32.4% |
| Participation rate | 82.4% | 56.3%+26.1pp | 75.0%+7.3pp | 57.2%+25.1pp |
| Annual return | 11.91% | 24.64%-12.7pp | 180.65%-168.7pp | 31.67%-19.8pp |
| Employer contribution / active EE | $3,207 | $2,541+26.2% | $3,689-13.1% | $2,019+58.9% |
| Participant deferral / active EE | $5,828 | $3,295+76.9% | $5,072+14.9% | $3,358+73.6% |
| Admin fee / account holder | $6,236 | $4,073+53.1% | $8,859-29.6% | $3,203+94.7% |