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 8-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 | $94,075 | $80,968+16.2% | $96,544-2.6% | $75,163+25.2% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 12.18% | 27.06%-14.9pp | 25.84%-13.7pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,886 | $2,282-17.4% | $2,965-36.4% | $2,670-29.4% |
| Participant deferral / active EE | $5,014 | $3,928+27.6% | $4,851+3.4% | $4,125+21.5% |
| Admin fee / account holder | $70,238 | $6,724+944.5% | $8,252+751.1% | $5,651+1142.9% |