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 | $87,455 | $96,484-9.4% | $75,886+15.2% | $152,861-42.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.4%+8.5pp |
| Annual return | 9.84% | 33.98%-24.1pp | 30.76%-20.9pp | 345.32%-335.5pp |
| Employer contribution / active EE | $3,231 | $3,309-2.4% | $2,500+29.2% | $4,762-32.2% |
| Participant deferral / active EE | $6,475 | $4,553+42.2% | $3,603+79.7% | $5,850+10.7% |
| Admin fee / account holder | $1,243 | $8,078-84.6% | $5,418-77.1% | $11,596-89.3% |