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 | $90,908 | $58,927+54.3% | $76,817+18.3% | $72,985+24.6% |
| Participation rate | 71.8% | 67.3%+4.4pp | 72.1%-0.3pp | 69.5%+2.3pp |
| Annual return | 15.80% | 2305.64%-2289.8pp | 1166.11%-1150.3pp | 81.00%-65.2pp |
| Employer contribution / active EE | $2,383 | $1,787+33.3% | $2,302+3.5% | $2,440-2.3% |
| Participant deferral / active EE | $3,290 | $2,690+22.3% | $3,336-1.4% | $3,607-8.8% |
| Admin fee / account holder | $891 | $4,013-77.8% | $6,420-86.1% | $5,124-82.6% |