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 | $116,421 | $53,822+116.3% | $75,696+53.8% | $85,850+35.6% |
| Participation rate | 76.5% | 69.1%+7.4pp | 74.8%+1.6pp | 69.3%+7.2pp |
| Annual return | 11.80% | 24.54%-12.7pp | 104.53%-92.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,297 | $2,017+13.9% | $2,743-16.2% | $2,565-10.4% |
| Participant deferral / active EE | $5,462 | $2,895+88.7% | $3,821+42.9% | $3,952+38.2% |
| Admin fee / account holder | $12,429 | $3,343+271.8% | $3,619+243.4% | $6,260+98.5% |