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 | $88,909 | $63,346+40.4% | $92,233-3.6% | $70,131+26.8% |
| Participation rate | 97.1% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 9.67% | 530.12%-520.4pp | 176.28%-166.6pp | 73.14%-63.5pp |
| Employer contribution / active EE | $3,044 | $2,471+23.2% | $3,679-17.3% | $2,342+29.9% |
| Participant deferral / active EE | $5,157 | $2,854+80.7% | $3,897+32.3% | $3,332+54.8% |
| Admin fee / account holder | $2,969 | $3,840-22.7% | $5,194-42.8% | $4,645-36.1% |