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 | $111,640 | $98,750+13.1% | $149,696-25.4% | $79,858+39.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 12.27% | 27.43%-15.2pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,465 | $3,216-54.5% | $4,644-68.5% | $2,471-40.7% |
| Participant deferral / active EE | $7,367 | $5,680+29.7% | $6,842+7.7% | $3,740+97.0% |
| Admin fee / account holder | $19,716 | $6,053+225.8% | $9,309+111.8% | $5,306+271.6% |