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 | $93,880 | $63,346+48.2% | $92,233+1.8% | $70,131+33.9% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 9.03% | 530.12%-521.1pp | 176.28%-167.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $3,691 | $2,471+49.4% | $3,679+0.3% | $2,342+57.6% |
| Participant deferral / active EE | $8,661 | $2,854+203.5% | $3,897+122.3% | $3,332+160.0% |
| Admin fee / account holder | $436 | $3,840-88.6% | $5,194-91.6% | $4,645-90.6% |