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 | $93,330 | $89,355+4.4% | $141,162-33.9% | $72,985+27.9% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 16.63% | 111.85%-95.2pp | 71.39%-54.8pp | 81.00%-64.4pp |
| Employer contribution / active EE | $5,911 | $3,114+89.8% | $4,735+24.8% | $2,440+142.3% |
| Participant deferral / active EE | $6,468 | $5,418+19.4% | $6,709-3.6% | $3,607+79.3% |
| Admin fee / account holder | $12,248 | $5,958+105.6% | $10,261+19.4% | $5,124+139.0% |