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 | $91,730 | $91,552+0.2% | $133,956-31.5% | $79,858+14.9% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.0pp |
| Annual return | 7.23% | 61.85%-54.6pp | 45.09%-37.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,630 | $2,384+10.4% | $3,919-32.9% | $2,471+6.5% |
| Participant deferral / active EE | $7,032 | $3,733+88.4% | $5,048+39.3% | $3,740+88.0% |
| Admin fee / account holder | $524 | $6,321-91.7% | $8,927-94.1% | $5,306-90.1% |