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 | $89,365 | $65,365+36.7% | $92,893-3.8% | $72,985+22.4% |
| Participation rate | 88.1% | 68.3%+19.7pp | 76.0%+12.1pp | 69.5%+18.6pp |
| Annual return | 15.69% | 42.10%-26.4pp | 109.41%-93.7pp | 81.00%-65.3pp |
| Employer contribution / active EE | $2,332 | $2,594-10.1% | $3,653-36.2% | $2,440-4.4% |
| Participant deferral / active EE | $5,134 | $3,128+64.1% | $4,236+21.2% | $3,607+42.3% |
| Admin fee / account holder | $3,428 | $4,251-19.4% | $5,794-40.8% | $5,124-33.1% |