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 | $76,425 | $52,279+46.2% | $89,391-14.5% | $79,858-4.3% |
| Participation rate | 73.3% | 57.5%+15.8pp | 68.0%+5.4pp | 69.6%+3.7pp |
| Annual return | 9.47% | 22.16%-12.7pp | 245.62%-236.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,575 | $1,572+63.8% | $2,586-0.4% | $2,471+4.2% |
| Participant deferral / active EE | $5,165 | $2,740+88.5% | $3,890+32.8% | $3,740+38.1% |
| Admin fee / account holder | $4,696 | $3,356+39.9% | $4,881-3.8% | $5,306-11.5% |