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 | $94,446 | $89,355+5.7% | $141,162-33.1% | $72,985+29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.97% | 111.85%-95.9pp | 71.39%-55.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $2,874 | $3,114-7.7% | $4,735-39.3% | $2,440+17.8% |
| Participant deferral / active EE | $5,551 | $5,418+2.4% | $6,709-17.3% | $3,607+53.9% |
| Admin fee / account holder | $1,754 | $5,958-70.6% | $10,261-82.9% | $5,124-65.8% |