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 | $114,361 | $179,726-36.4% | $156,263-26.8% | $142,382-19.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 6.54% | 77.86%-71.3pp | 59.47%-52.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $8,673 | $5,069+71.1% | $4,333+100.2% | $4,299+101.7% |
| Participant deferral / active EE | $7,827 | $6,956+12.5% | $6,158+27.1% | $6,507+20.3% |
| Admin fee / account holder | $2,249 | $17,272-87.0% | $14,255-84.2% | $12,624-82.2% |