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 | $94,654 | $93,571+1.2% | $135,903-30.4% | $75,163+25.9% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 13.06% | 30.90%-17.8pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,791 | $3,537+7.2% | $4,856-21.9% | $2,670+42.0% |
| Participant deferral / active EE | $12,924 | $6,404+101.8% | $7,758+66.6% | $4,125+213.3% |
| Admin fee / account holder | $15,825 | $6,975+126.9% | $10,762+47.0% | $5,651+180.0% |