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 | $117,893 | $104,974+12.3% | $95,585+23.3% | $142,382-17.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 8.12% | 210.33%-202.2pp | 38.56%-30.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,977 | $2,779+7.1% | $2,527+17.8% | $4,299-30.7% |
| Participant deferral / active EE | $6,240 | $4,352+43.4% | $4,023+55.1% | $6,507-4.1% |
| Admin fee / account holder | $23,419 | $6,386+266.7% | $6,127+282.2% | $12,624+85.5% |