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 | $82,536 | $68,547+20.4% | $120,354-31.4% | $80,856+2.1% |
| Participation rate | 97.8% | 61.6%+36.2pp | 71.9%+25.9pp | 67.6%+30.1pp |
| Annual return | 10.22% | 23.60%-13.4pp | 107.15%-96.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $7,844 | $2,051+282.4% | $3,463+126.5% | $2,755+184.7% |
| Participant deferral / active EE | $4,696 | $3,173+48.0% | $4,991-5.9% | $4,296+9.3% |
| Admin fee / account holder | $19,621 | $5,732+242.3% | $9,423+108.2% | $6,918+183.6% |