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 6-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 | $90,511 | $77,899+16.2% | $149,673-39.5% | $75,163+20.4% |
| Participation rate | 98.2% | 65.6%+32.6pp | 78.8%+19.4pp | 67.2%+31.0pp |
| Annual return | 10.42% | 31.72%-21.3pp | 134.42%-124.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,867 | $3,137-40.5% | $4,818-61.3% | $2,670-30.1% |
| Participant deferral / active EE | $5,257 | $3,411+54.1% | $5,680-7.5% | $4,125+27.4% |
| Admin fee / account holder | $4,757 | $5,956-20.1% | $13,210-64.0% | $5,651-15.8% |