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 | $91,127 | $65,365+39.4% | $92,893-1.9% | $72,985+24.9% |
| Participation rate | 75.9% | 68.3%+7.5pp | 76.0%-0.1pp | 69.5%+6.4pp |
| Annual return | 15.99% | 42.10%-26.1pp | 109.41%-93.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $3,189 | $2,594+22.9% | $3,653-12.7% | $2,440+30.7% |
| Participant deferral / active EE | $4,677 | $3,128+49.5% | $4,236+10.4% | $3,607+29.6% |
| Admin fee / account holder | $14,499 | $4,251+241.0% | $5,794+150.2% | $5,124+182.9% |