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 | $93,183 | $63,346+47.1% | $92,233+1.0% | $70,131+32.9% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 11.58% | 530.12%-518.5pp | 176.28%-164.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,444 | $2,471-41.6% | $3,679-60.8% | $2,342-38.4% |
| Participant deferral / active EE | $6,024 | $2,854+111.1% | $3,897+54.6% | $3,332+80.8% |
| Admin fee / account holder | $5,590 | $3,840+45.6% | $5,194+7.6% | $4,645+20.3% |