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 | $101,438 | $81,208+24.9% | $98,907+2.6% | $79,858+27.0% |
| Participation rate | 73.1% | 72.5%+0.6pp | 76.0%-2.9pp | 69.6%+3.4pp |
| Annual return | 9.49% | 60.99%-51.5pp | 196.43%-186.9pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,933 | $3,265+20.5% | $4,244-7.3% | $3,740+5.1% |
| Admin fee / account holder | $17,447 | $6,013+190.2% | $6,642+162.7% | $5,306+228.8% |