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 | $91,712 | $89,355+2.6% | $141,162-35.0% | $72,985+25.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.18% | 111.85%-95.7pp | 71.39%-55.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $7,560 | $3,114+142.8% | $4,735+59.7% | $2,440+209.9% |
| Participant deferral / active EE | $2,779 | $5,418-48.7% | $6,709-58.6% | $3,607-23.0% |
| Admin fee / account holder | $17,075 | $5,958+186.6% | $10,261+66.4% | $5,124+233.2% |