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 | $106,599 | $148,534-28.2% | $135,903-21.6% | $139,434-23.5% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 11.57% | 79.19%-67.6pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,791 | $5,243-65.8% | $4,856-63.1% | $4,751-62.3% |
| Participant deferral / active EE | $6,482 | $8,100-20.0% | $7,758-16.4% | $6,710-3.4% |
| Admin fee / account holder | $30,769 | $12,400+148.1% | $10,762+185.9% | $11,403+169.8% |