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 | $109,623 | $102,317+7.1% | $146,958-25.4% | $80,856+35.6% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.2%+6.6pp | 67.6%+21.1pp |
| Annual return | 11.17% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,024 | $6,644+20.8% | $8,070-0.6% | $4,296+86.8% |
| Admin fee / account holder | $7,625 | $7,941-4.0% | $12,998-41.3% | $6,918+10.2% |