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 | $96,416 | $91,552+5.3% | $133,956-28.0% | $79,858+20.7% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.6pp |
| Annual return | 4.42% | 61.85%-57.4pp | 45.09%-40.7pp | 31.71%-27.3pp |
| Employer contribution / active EE | $2,975 | $2,384+24.8% | $3,919-24.1% | $2,471+20.4% |
| Participant deferral / active EE | $4,352 | $3,733+16.6% | $5,048-13.8% | $3,740+16.4% |
| Admin fee / account holder | $19,688 | $6,321+211.5% | $8,927+120.5% | $5,306+271.0% |