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 | $61,778 | $181,894-66.0% | $156,549-60.5% | $273,961-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.05% | 30.74%-30.8pp | 32.23%-32.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $9,887 | $6,248+58.2% | $5,501+79.7% | $4,869+103.1% |
| Participant deferral / active EE | $5,850 | $5,550+5.4% | $4,871+20.1% | $5,287+10.6% |
| Admin fee / account holder | $3,415 | $15,559-78.1% | $13,027-73.8% | $10,132-66.3% |