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 | $99,091 | $64,839+52.8% | $95,585+3.7% | $84,808+16.8% |
| Participation rate | 95.2% | 63.8%+31.4pp | 72.1%+23.2pp | 68.3%+26.9pp |
| Annual return | 9.41% | -670.96%+680.4pp | 38.56%-29.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,796 | $1,759+2.1% | $2,527-28.9% | $2,631-31.7% |
| Participant deferral / active EE | $8,335 | $2,965+181.1% | $4,023+107.2% | $4,212+97.9% |
| Admin fee / account holder | $4,214 | $5,964-29.3% | $6,127-31.2% | $7,344-42.6% |