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 5-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 | $90,623 | $81,248+11.5% | $155,509-41.7% | $80,856+12.1% |
| Participation rate | 94.3% | 66.2%+28.1pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 9.71% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $5,226 | $3,100+68.6% | $4,672+11.8% | $2,755+89.7% |
| Participant deferral / active EE | $7,241 | $3,452+109.8% | $5,626+28.7% | $4,296+68.6% |
| Admin fee / account holder | $3,881 | $7,997-51.5% | $15,912-75.6% | $6,918-43.9% |