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 | $91,241 | $51,769+76.2% | $57,343+59.1% | $52,331+74.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 75.1%+17.2pp | 68.1%+24.2pp |
| Annual return | -5.57% | 2.43%-8.0pp | 24.39%-30.0pp | 4.54%-10.1pp |
| Employer contribution / active EE | $11,552 | $2,335+394.7% | $2,689+329.7% | $1,882+513.9% |
| Participant deferral / active EE | $1,744 | $2,794-37.6% | $3,162-44.9% | $3,022-42.3% |
| Admin fee / account holder | $11,761 | $295+3889.9% | $3,356+250.5% | $592+1888.0% |