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 | $91,856 | $85,202+7.8% | $172,739-46.8% | $72,985+25.9% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 15.82% | 27.32%-11.5pp | 802.84%-787.0pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,164 | $3,324-65.0% | $5,143-77.4% | $2,440-52.3% |
| Participant deferral / active EE | $5,380 | $3,260+65.0% | $5,198+3.5% | $3,607+49.2% |
| Admin fee / account holder | $22,286 | $5,884+278.8% | $13,954+59.7% | $5,124+334.9% |