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 | $91,883 | $68,346+34.4% | $94,646-2.9% | $75,163+22.2% |
| Participation rate | 91.2% | 76.1%+15.1pp | 80.8%+10.3pp | 67.2%+24.0pp |
| Annual return | 13.04% | 616.93%-603.9pp | 156.71%-143.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $626 | $2,701-76.8% | $3,672-82.9% | $2,670-76.5% |
| Participant deferral / active EE | $9,737 | $6,537+48.9% | $7,418+31.3% | $4,125+136.0% |
| Admin fee / account holder | $21,576 | $5,326+305.1% | $7,231+198.4% | $5,651+281.8% |