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 | $72,361 | $63,346+14.2% | $92,233-21.5% | $70,131+3.2% |
| Participation rate | 75.7% | 68.7%+7.0pp | 76.5%-0.8pp | 69.5%+6.1pp |
| Annual return | 10.33% | 530.12%-519.8pp | 176.28%-165.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $9,469 | $2,471+283.2% | $3,679+157.3% | $2,342+304.2% |
| Participant deferral / active EE | $1,690 | $2,854-40.8% | $3,897-56.6% | $3,332-49.3% |
| Admin fee / account holder | $1,551 | $3,840-59.6% | $5,194-70.1% | $4,645-66.6% |