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 | $93,563 | $81,248+15.2% | $155,509-39.8% | $80,856+15.7% |
| Participation rate | 82.4% | 66.2%+16.1pp | 78.2%+4.2pp | 67.6%+14.7pp |
| Annual return | 9.63% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,498 | $3,100-19.4% | $4,672-46.5% | $2,755-9.3% |
| Participant deferral / active EE | $5,717 | $3,452+65.6% | $5,626+1.6% | $4,296+33.1% |
| Admin fee / account holder | $11,219 | $7,997+40.3% | $15,912-29.5% | $6,918+62.2% |