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 | $100,767 | $84,233+19.6% | $170,442-40.9% | $70,131+43.7% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 10.65% | 23.06%-12.4pp | 205.93%-195.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $7,589 | $3,387+124.1% | $5,433+39.7% | $2,342+224.0% |
| Participant deferral / active EE | $4,545 | $3,086+47.3% | $4,939-8.0% | $3,332+36.4% |
| Admin fee / account holder | $2,933 | $5,698-48.5% | $13,880-78.9% | $4,645-36.9% |