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 | $92,179 | $48,795+88.9% | $65,493+40.7% | $84,808+8.7% |
| Participation rate | 96.7% | 67.0%+29.7pp | 73.1%+23.6pp | 68.3%+28.4pp |
| Annual return | 7.93% | 20.20%-12.3pp | 982.45%-974.5pp | 40.90%-33.0pp |
| Employer contribution / active EE | $2,250 | $1,930+16.6% | $2,574-12.6% | $2,631-14.5% |
| Participant deferral / active EE | $1,125 | $2,928-61.6% | $3,961-71.6% | $4,212-73.3% |
| Admin fee / account holder | $3,445 | $3,877-11.2% | $5,028-31.5% | $7,344-53.1% |