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 | $82,898 | $65,561+26.4% | $86,188-3.8% | $75,163+10.3% |
| Participation rate | 76.1% | 60.5%+15.6pp | 69.0%+7.2pp | 67.2%+8.9pp |
| Annual return | 12.37% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,292 | $1,553-16.8% | $2,380-45.7% | $2,670-51.6% |
| Participant deferral / active EE | $3,419 | $3,024+13.1% | $3,985-14.2% | $4,125-17.1% |
| Admin fee / account holder | $8,195 | $5,474+49.7% | $6,852+19.6% | $5,651+45.0% |