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 | $93,341 | $89,355+4.5% | $141,162-33.9% | $72,985+27.9% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 18.47% | 111.85%-93.4pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,216 | $3,114-28.9% | $4,735-53.2% | $2,440-9.2% |
| Participant deferral / active EE | $10,710 | $5,418+97.7% | $6,709+59.6% | $3,607+196.9% |
| Admin fee / account holder | $1,700 | $5,958-71.5% | $10,261-83.4% | $5,124-66.8% |