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 | $90,017 | $80,968+11.2% | $96,544-6.8% | $75,163+19.8% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 8.30% | 27.06%-18.8pp | 25.84%-17.5pp | 160.62%-152.3pp |
| Employer contribution / active EE | $2,228 | $2,282-2.4% | $2,965-24.9% | $2,670-16.6% |
| Participant deferral / active EE | $4,755 | $3,928+21.0% | $4,851-2.0% | $4,125+15.3% |
| Admin fee / account holder | $1,523 | $6,724-77.3% | $8,252-81.5% | $5,651-73.0% |