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 | $113,013 | $201,272-43.9% | $184,203-38.6% | $145,922-22.6% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 8.92% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,207 | $7,022-54.3% | $6,427-50.1% | $4,660-31.2% |
| Participant deferral / active EE | $4,786 | $9,806-51.2% | $9,131-47.6% | $6,688-28.4% |
| Admin fee / account holder | $42,684 | $16,364+160.8% | $13,901+207.1% | $13,397+218.6% |