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 | $99,308 | $114,381-13.2% | $107,525-7.6% | $142,382-30.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 11.59% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,157 | $4,015-46.3% | $3,754-42.5% | $4,299-49.8% |
| Participant deferral / active EE | $5,997 | $5,564+7.8% | $5,116+17.2% | $6,507-7.8% |
| Admin fee / account holder | $39,328 | $9,860+298.9% | $8,919+341.0% | $12,624+211.5% |