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 | $118,579 | $89,355+32.7% | $141,162-16.0% | $72,985+62.5% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 16.57% | 111.85%-95.3pp | 71.39%-54.8pp | 81.00%-64.4pp |
| Employer contribution / active EE | $2,470 | $3,114-20.7% | $4,735-47.8% | $2,440+1.3% |
| Participant deferral / active EE | $5,458 | $5,418+0.7% | $6,709-18.7% | $3,607+51.3% |
| Admin fee / account holder | $55,793 | $5,958+836.4% | $10,261+443.7% | $5,124+988.8% |