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 | $80,659 | $80,724-0.1% | $103,333-21.9% | $74,495+8.3% |
| Participation rate | 76.6% | 65.7%+11.0pp | 74.5%+2.1pp | 67.2%+9.4pp |
| Annual return | 9.65% | 27.56%-17.9pp | 24.88%-15.2pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $2,526 | $3,157-20.0% | $3,868-34.7% | $2,623-3.7% |
| Participant deferral / active EE | $4,679 | $3,860+21.2% | $5,057-7.5% | $4,346+7.7% |
| Admin fee / account holder | $3,238 | $2,368+36.7% | $8,355-61.2% | $1,942+66.8% |