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 | $91,523 | $65,395+40.0% | $182,532-49.9% | $72,985+25.4% |
| Participation rate | 76.3% | 65.4%+10.9pp | 78.0%-1.7pp | 69.5%+6.8pp |
| Annual return | 15.43% | 27.68%-12.3pp | 148.54%-133.1pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,181 | $1,911+14.1% | $4,076-46.5% | $2,440-10.6% |
| Participant deferral / active EE | $5,005 | $3,563+40.5% | $5,524-9.4% | $3,607+38.7% |
| Admin fee / account holder | $23,241 | $4,245+447.5% | $8,592+170.5% | $5,124+353.5% |