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 | $90,655 | $76,367+18.7% | $93,606-3.2% | $72,985+24.2% |
| Participation rate | 88.1% | 71.7%+16.3pp | 75.8%+12.3pp | 69.5%+18.6pp |
| Annual return | 11.63% | 25.82%-14.2pp | 32.76%-21.1pp | 81.00%-69.4pp |
| Employer contribution / active EE | $6,495 | $2,275+185.5% | $2,718+139.0% | $2,440+166.2% |
| Participant deferral / active EE | $5,454 | $3,538+54.1% | $4,069+34.0% | $3,607+51.2% |
| Admin fee / account holder | $22,419 | $6,838+227.8% | $7,888+184.2% | $5,124+337.5% |