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 | $155,732 | $114,381+36.2% | $107,525+44.8% | $142,382+9.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.11% | 242.71%-238.6pp | 181.32%-177.2pp | 217.08%-213.0pp |
| Employer contribution / active EE | $2,316 | $4,015-42.3% | $3,754-38.3% | $4,299-46.1% |
| Participant deferral / active EE | $7,854 | $5,564+41.1% | $5,116+53.5% | $6,507+20.7% |
| Admin fee / account holder | $8,025 | $9,860-18.6% | $8,919-10.0% | $12,624-36.4% |