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 | $93,768 | $91,552+2.4% | $133,956-30.0% | $79,858+17.4% |
| Participation rate | 74.3% | 73.3%+0.9pp | 79.8%-5.6pp | 69.6%+4.7pp |
| Annual return | 8.70% | 61.85%-53.1pp | 45.09%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $756 | $2,384-68.3% | $3,919-80.7% | $2,471-69.4% |
| Participant deferral / active EE | $7,023 | $3,733+88.1% | $5,048+39.1% | $3,740+87.8% |
| Admin fee / account holder | $16,752 | $6,321+165.0% | $8,927+87.6% | $5,306+215.7% |