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 | $92,281 | $89,355+3.3% | $141,162-34.6% | $72,985+26.4% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 16.96% | 111.85%-94.9pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,474 | $3,114-20.6% | $4,735-47.8% | $2,440+1.4% |
| Participant deferral / active EE | $2,325 | $5,418-57.1% | $6,709-65.3% | $3,607-35.5% |
| Admin fee / account holder | $2,347 | $5,958-60.6% | $10,261-77.1% | $5,124-54.2% |