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 | $98,997 | $201,272-50.8% | $184,203-46.3% | $145,922-32.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 8.78% | 29.00%-20.2pp | 28.81%-20.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $12,609 | $7,022+79.6% | $6,427+96.2% | $4,660+170.6% |
| Participant deferral / active EE | $7,029 | $9,806-28.3% | $9,131-23.0% | $6,688+5.1% |
| Admin fee / account holder | $61,857 | $16,364+278.0% | $13,901+345.0% | $13,397+361.7% |