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 | $91,796 | $63,346+44.9% | $92,233-0.5% | $70,131+30.9% |
| Participation rate | 74.6% | 68.7%+5.9pp | 76.5%-1.9pp | 69.5%+5.0pp |
| Annual return | 6.69% | 530.12%-523.4pp | 176.28%-169.6pp | 73.14%-66.5pp |
| Employer contribution / active EE | $1,349 | $2,471-45.4% | $3,679-63.3% | $2,342-42.4% |
| Participant deferral / active EE | $4,249 | $2,854+48.9% | $3,897+9.0% | $3,332+27.5% |
| Admin fee / account holder | $24,971 | $3,840+550.3% | $5,194+380.8% | $4,645+437.6% |