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 | $119,571 | $183,519-34.8% | $155,509-23.1% | $145,922-18.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 5.66% | 61.17%-55.5pp | 64.67%-59.0pp | 561.29%-555.6pp |
| Employer contribution / active EE | $6,462 | $5,313+21.6% | $4,672+38.3% | $4,660+38.7% |
| Participant deferral / active EE | $4,703 | $6,462-27.2% | $5,626-16.4% | $6,688-29.7% |
| Admin fee / account holder | $4,784 | $19,313-75.2% | $15,912-69.9% | $13,397-64.3% |