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 3-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 | $104,813 | $177,572-41.0% | $154,803-32.3% | $142,382-26.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 10.54% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,084 | $4,810-15.1% | $4,305-5.1% | $4,299-5.0% |
| Participant deferral / active EE | $7,356 | $6,272+17.3% | $5,540+32.8% | $6,507+13.0% |
| Admin fee / account holder | $26,344 | $16,786+56.9% | $14,329+83.9% | $12,624+108.7% |