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 | $83,959 | $70,669+18.8% | $169,368-50.4% | $75,163+11.7% |
| Participation rate | 75.9% | 64.8%+11.1pp | 77.1%-1.3pp | 67.2%+8.7pp |
| Annual return | 13.53% | 36.36%-22.8pp | 405.60%-392.1pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,569 | $2,211+16.2% | $4,013-36.0% | $2,670-3.8% |
| Participant deferral / active EE | $4,850 | $4,311+12.5% | $6,221-22.0% | $4,125+17.6% |
| Admin fee / account holder | $1,214 | $5,402-77.5% | $9,003-86.5% | $5,651-78.5% |