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 | $100,327 | $89,753+11.8% | $107,525-6.7% | $84,808+18.3% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 5.96% | 29.48%-23.5pp | 181.32%-175.4pp | 40.90%-34.9pp |
| Employer contribution / active EE | $5,121 | $3,113+64.5% | $3,754+36.4% | $2,631+94.6% |
| Participant deferral / active EE | $6,263 | $4,056+54.4% | $5,116+22.4% | $4,212+48.7% |
| Admin fee / account holder | $10,143 | $7,222+40.5% | $8,919+13.7% | $7,344+38.1% |