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 | $98,260 | $95,416+3.0% | $185,823-47.1% | $85,850+14.5% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 8.93% | 23.59%-14.7pp | 122.05%-113.1pp | 318.53%-309.6pp |
| Employer contribution / active EE | $1,937 | $3,314-41.5% | $5,167-62.5% | $2,565-24.5% |
| Participant deferral / active EE | $5,268 | $3,423+53.9% | $5,568-5.4% | $3,952+33.3% |
| Admin fee / account holder | $54,719 | $7,213+658.6% | $16,237+237.0% | $6,260+774.1% |