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 | $92,357 | $80,968+14.1% | $96,544-4.3% | $75,163+22.9% |
| Participation rate | 82.2% | 71.8%+10.5pp | 76.0%+6.3pp | 67.2%+15.0pp |
| Annual return | 11.46% | 27.06%-15.6pp | 25.84%-14.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,849 | $2,282-19.0% | $2,965-37.6% | $2,670-30.8% |
| Participant deferral / active EE | $5,051 | $3,928+28.6% | $4,851+4.1% | $4,125+22.4% |
| Admin fee / account holder | $3,576 | $6,724-46.8% | $8,252-56.7% | $5,651-36.7% |