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 | $92,806 | $72,071+28.8% | $68,368+35.7% | $137,256-32.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 9.53% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,412 | $2,788-13.5% | $2,649-8.9% | $4,156-42.0% |
| Participant deferral / active EE | $6,022 | $4,410+36.5% | $4,123+46.1% | $6,407-6.0% |
| Admin fee / account holder | $72,183 | $5,336+1252.9% | $5,150+1301.7% | $12,270+488.3% |