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 | $99,243 | $93,571+6.1% | $135,903-27.0% | $75,163+32.0% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 11.45% | 30.90%-19.5pp | 68.23%-56.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $4,921 | $3,537+39.1% | $4,856+1.3% | $2,670+84.3% |
| Participant deferral / active EE | $6,680 | $6,404+4.3% | $7,758-13.9% | $4,125+61.9% |
| Admin fee / account holder | $23,667 | $6,975+239.3% | $10,762+119.9% | $5,651+318.8% |