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 | $82,698 | $80,717+2.5% | $154,803-46.6% | $84,808-2.5% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 13.05% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,303 | $2,761+19.6% | $4,305-23.3% | $2,631+25.5% |
| Participant deferral / active EE | $9,974 | $3,303+201.9% | $5,540+80.0% | $4,212+136.8% |
| Admin fee / account holder | $17,356 | $6,746+157.3% | $14,329+21.1% | $7,344+136.3% |