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 | $81,394 | $109,359-25.6% | $162,163-49.8% | $72,985+11.5% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 17.27% | 25.46%-8.2pp | 115.59%-98.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $4,269 | $3,907+9.3% | $5,614-24.0% | $2,440+75.0% |
| Participant deferral / active EE | $3,904 | $5,481-28.8% | $7,298-46.5% | $3,607+8.2% |
| Admin fee / account holder | $22,264 | $7,972+179.3% | $10,843+105.3% | $5,124+334.5% |