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 | $88,225 | $85,766+2.9% | $136,294-35.3% | $70,131+25.8% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 12.19% | 31.45%-19.3pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,970 | $2,966-33.6% | $4,695-58.0% | $2,342-15.9% |
| Participant deferral / active EE | $6,784 | $5,051+34.3% | $6,247+8.6% | $3,332+103.6% |
| Admin fee / account holder | $3,964 | $5,420-26.9% | $9,243-57.1% | $4,645-14.7% |