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 | $99,488 | $85,022+17.0% | $70,515+41.1% | $139,434-28.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 7.80% | 30.38%-22.6pp | 32.77%-25.0pp | 372.94%-365.1pp |
| Employer contribution / active EE | $2,583 | $3,909-33.9% | $2,973-13.1% | $4,751-45.6% |
| Participant deferral / active EE | $3,229 | $5,890-45.2% | $4,567-29.3% | $6,710-51.9% |
| Admin fee / account holder | $12,531 | $8,906+40.7% | $6,412+95.4% | $11,403+9.9% |