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 | $91,694 | $81,460+12.6% | $103,333-11.3% | $80,856+13.4% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.6%+27.2pp |
| Annual return | 8.97% | 25.55%-16.6pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $4,710 | $3,105+51.7% | $3,868+21.8% | $2,755+71.0% |
| Participant deferral / active EE | $5,053 | $3,869+30.6% | $5,057-0.1% | $4,296+17.6% |
| Admin fee / account holder | $24,379 | $6,566+271.3% | $8,355+191.8% | $6,918+252.4% |