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 | $91,445 | $77,419+18.1% | $69,455+31.7% | $152,861-40.2% |
| Participation rate | 86.4% | 78.1%+8.3pp | 74.6%+11.8pp | 82.4%+3.9pp |
| Annual return | 2.06% | 39.06%-37.0pp | 28.97%-26.9pp | 345.32%-343.3pp |
| Employer contribution / active EE | $5,680 | $3,315+71.3% | $2,779+104.4% | $4,762+19.3% |
| Participant deferral / active EE | $2,781 | $4,414-37.0% | $3,535-21.3% | $5,850-52.5% |
| Admin fee / account holder | $4,178 | $6,207-32.7% | $3,839+8.8% | $11,596-64.0% |