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 | $89,805 | $63,346+41.8% | $92,233-2.6% | $70,131+28.1% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 12.34% | 530.12%-517.8pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $786 | $2,471-68.2% | $3,679-78.6% | $2,342-66.5% |
| Participant deferral / active EE | $4,185 | $2,854+46.7% | $3,897+7.4% | $3,332+25.6% |
| Admin fee / account holder | $886 | $3,840-76.9% | $5,194-82.9% | $4,645-80.9% |