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 | $85,766 | $94,625-9.4% | $116,228-26.2% | $84,808+1.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 10.41% | 20.40%-10.0pp | 90.06%-79.6pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,476 | $2,347+48.1% | $2,994+16.1% | $2,631+32.1% |
| Participant deferral / active EE | $4,736 | $3,972+19.2% | $4,953-4.4% | $4,212+12.4% |
| Admin fee / account holder | $17,819 | $10,091+76.6% | $11,989+48.6% | $7,344+142.6% |