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 | $84,530 | $98,750-14.4% | $149,696-43.5% | $79,858+5.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 11.69% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $4,538 | $3,216+41.1% | $4,644-2.3% | $2,471+83.7% |
| Participant deferral / active EE | $8,493 | $5,680+49.5% | $6,842+24.1% | $3,740+127.1% |
| Admin fee / account holder | $8,213 | $6,053+35.7% | $9,309-11.8% | $5,306+54.8% |