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 | $99,991 | $89,355+11.9% | $141,162-29.2% | $72,985+37.0% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 18.21% | 111.85%-93.6pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,195 | $3,114-29.5% | $4,735-53.7% | $2,440-10.1% |
| Participant deferral / active EE | $4,808 | $5,418-11.3% | $6,709-28.3% | $3,607+33.3% |
| Admin fee / account holder | $6,589 | $5,958+10.6% | $10,261-35.8% | $5,124+28.6% |