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 | $130,017 | $201,272-35.4% | $184,203-29.4% | $145,922-10.9% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 7.56% | 29.00%-21.4pp | 28.81%-21.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,176 | $7,022-69.0% | $6,427-66.1% | $4,660-53.3% |
| Participant deferral / active EE | $5,544 | $9,806-43.5% | $9,131-39.3% | $6,688-17.1% |
| Admin fee / account holder | $307 | $16,364-98.1% | $13,901-97.8% | $13,397-97.7% |