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 | $95,653 | $78,422+22.0% | $95,952-0.3% | $79,858+19.8% |
| Participation rate | 83.9% | 73.5%+10.4pp | 77.1%+6.9pp | 69.6%+14.3pp |
| Annual return | 9.42% | 19.37%-10.0pp | 91.61%-82.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,234 | $1,945-36.6% | $2,541-51.4% | $2,471-50.1% |
| Participant deferral / active EE | $4,851 | $3,440+41.0% | $4,167+16.4% | $3,740+29.7% |
| Admin fee / account holder | $653 | $5,622-88.4% | $6,795-90.4% | $5,306-87.7% |