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 | $90,818 | $77,314+17.5% | $177,989-49.0% | $80,856+12.3% |
| Participation rate | 94.4% | 65.7%+28.7pp | 77.1%+17.3pp | 67.6%+26.7pp |
| Annual return | 8.40% | 18.09%-9.7pp | 294.48%-286.1pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,415 | $2,292-38.3% | $3,949-64.2% | $2,755-48.6% |
| Participant deferral / active EE | $6,237 | $4,411+41.4% | $6,276-0.6% | $4,296+45.2% |
| Admin fee / account holder | $11,784 | $7,191+63.9% | $10,363+13.7% | $6,918+70.3% |