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 | $91,417 | $72,277+26.5% | $101,248-9.7% | $79,858+14.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.67% | 22.30%-14.6pp | 46.47%-38.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,890 | $2,692-29.8% | $3,660-48.4% | $2,471-23.5% |
| Participant deferral / active EE | $4,715 | $3,282+43.7% | $4,370+7.9% | $3,740+26.1% |
| Admin fee / account holder | $23,906 | $4,400+443.3% | $5,945+302.1% | $5,306+350.5% |