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 | $91,026 | $89,753+1.4% | $107,525-15.3% | $84,808+7.3% |
| Participation rate | 77.1% | 68.1%+9.0pp | 75.1%+2.0pp | 68.3%+8.8pp |
| Annual return | 12.11% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,722 | $3,113-44.7% | $3,754-54.1% | $2,631-34.5% |
| Participant deferral / active EE | $6,140 | $4,056+51.4% | $5,116+20.0% | $4,212+45.8% |
| Admin fee / account holder | $30,742 | $7,222+325.7% | $8,919+244.7% | $7,344+318.6% |