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 | $108,583 | $100,041+8.5% | $149,718-27.5% | $70,131+54.8% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.1%+1.5pp | 69.5%+19.0pp |
| Annual return | 11.86% | 27.43%-15.6pp | 1501.63%-1489.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $4,980 | $3,662+36.0% | $5,445-8.5% | $2,342+112.6% |
| Participant deferral / active EE | $18,868 | $4,983+278.7% | $6,569+187.2% | $3,332+466.3% |
| Admin fee / account holder | $2,178 | $8,286-73.7% | $11,283-80.7% | $4,645-53.1% |