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 | $92,479 | $73,933+25.1% | $96,683-4.3% | $75,163+23.0% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 9.22% | 26.70%-17.5pp | 35.69%-26.5pp | 160.62%-151.4pp |
| Employer contribution / active EE | $7,408 | $2,928+153.0% | $3,737+98.2% | $2,670+177.5% |
| Participant deferral / active EE | $2,604 | $3,659-28.8% | $4,878-46.6% | $4,125-36.9% |
| Admin fee / account holder | $20,442 | $5,216+291.9% | $6,730+203.8% | $5,651+261.8% |