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 | $86,956 | $101,724-14.5% | $164,813-47.2% | $80,856+7.5% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 10.57% | 16.72%-6.1pp | 69.93%-59.4pp | 35.59%-25.0pp |
| Employer contribution / active EE | $8,766 | $2,953+196.8% | $4,341+101.9% | $2,755+218.2% |
| Participant deferral / active EE | $4,447 | $4,477-0.7% | $6,031-26.3% | $4,296+3.5% |
| Admin fee / account holder | $2,231 | $8,227-72.9% | $12,690-82.4% | $6,918-67.7% |