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 | $97,109 | $80,968+19.9% | $96,544+0.6% | $75,163+29.2% |
| Participation rate | 81.1% | 71.8%+9.3pp | 76.0%+5.1pp | 67.2%+13.9pp |
| Annual return | 12.12% | 27.06%-14.9pp | 25.84%-13.7pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,931 | $2,282-15.4% | $2,965-34.9% | $2,670-27.7% |
| Participant deferral / active EE | $4,891 | $3,928+24.5% | $4,851+0.8% | $4,125+18.6% |
| Admin fee / account holder | $2,517 | $6,724-62.6% | $8,252-69.5% | $5,651-55.5% |