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 | $90,787 | $89,753+1.2% | $107,525-15.6% | $84,808+7.1% |
| Participation rate | 98.3% | 68.1%+30.2pp | 75.1%+23.2pp | 68.3%+30.0pp |
| Annual return | 12.25% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,385 | $3,113-55.5% | $3,754-63.1% | $2,631-47.4% |
| Participant deferral / active EE | $4,229 | $4,056+4.3% | $5,116-17.3% | $4,212+0.4% |
| Admin fee / account holder | $10,911 | $7,222+51.1% | $8,919+22.3% | $7,344+48.6% |