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 | $94,745 | $55,371+71.1% | $95,585-0.9% | $74,304+27.5% |
| Participation rate | 91.2% | 53.8%+37.4pp | 72.1%+19.1pp | 60.3%+30.8pp |
| Annual return | 12.60% | 24.26%-11.7pp | 38.56%-26.0pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,873 | $1,437+30.3% | $2,527-25.9% | $2,241-16.4% |
| Participant deferral / active EE | $3,499 | $2,955+18.4% | $4,023-13.0% | $3,767-7.1% |
| Admin fee / account holder | $3,803 | $2,620+45.1% | $6,127-37.9% | $2,969+28.1% |