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 | $89,212 | $72,071+23.8% | $68,368+30.5% | $137,256-35.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 10.99% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,027 | $2,788+8.6% | $2,649+14.3% | $4,156-27.2% |
| Participant deferral / active EE | $7,336 | $4,410+66.4% | $4,123+77.9% | $6,407+14.5% |
| Admin fee / account holder | $27,514 | $5,336+415.7% | $5,150+434.3% | $12,270+124.2% |