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 | $80,183 | $65,365+22.7% | $92,893-13.7% | $72,985+9.9% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 16.15% | 42.10%-26.0pp | 109.41%-93.3pp | 81.00%-64.8pp |
| Employer contribution / active EE | $8,530 | $2,594+228.8% | $3,653+133.5% | $2,440+249.6% |
| Participant deferral / active EE | $8,867 | $3,128+183.4% | $4,236+109.3% | $3,607+145.8% |
| Admin fee / account holder | $4,263 | $4,251+0.3% | $5,794-26.4% | $5,124-16.8% |