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 | $90,193 | $59,101+52.6% | $77,163+16.9% | $75,163+20.0% |
| Participation rate | 71.1% | 63.9%+7.2pp | 69.6%+1.5pp | 67.2%+3.9pp |
| Annual return | 10.72% | 26.71%-16.0pp | 37.87%-27.2pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,645 | $1,995-17.6% | $2,535-35.1% | $2,670-38.4% |
| Participant deferral / active EE | $5,603 | $2,999+86.8% | $3,833+46.2% | $4,125+35.8% |
| Admin fee / account holder | $64,540 | $4,774+1251.9% | $5,472+1079.4% | $5,651+1042.1% |