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 | $99,191 | $159,934-38.0% | $147,005-32.5% | $145,959-32.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 9.54% | 98.24%-88.7pp | 418.76%-409.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $19,086 | $5,287+261.0% | $4,934+286.8% | $4,661+309.5% |
| Participant deferral / active EE | $8,519 | $8,427+1.1% | $8,070+5.6% | $6,689+27.4% |
| Admin fee / account holder | $4,442 | $15,053-70.5% | $13,006-65.8% | $13,398-66.8% |