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 | $90,855 | $89,355+1.7% | $141,162-35.6% | $72,985+24.5% |
| Participation rate | 87.7% | 75.1%+12.6pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 17.11% | 111.85%-94.7pp | 71.39%-54.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,166 | $3,114-30.4% | $4,735-54.3% | $2,440-11.2% |
| Participant deferral / active EE | $4,708 | $5,418-13.1% | $6,709-29.8% | $3,607+30.5% |
| Admin fee / account holder | $1,158 | $5,958-80.6% | $10,261-88.7% | $5,124-77.4% |