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 | $80,424 | $183,519-56.2% | $155,509-48.3% | $145,922-44.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 7.34% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,456 | $5,313-72.6% | $4,672-68.8% | $4,660-68.7% |
| Participant deferral / active EE | $5,646 | $6,462-12.6% | $5,626+0.4% | $6,688-15.6% |
| Admin fee / account holder | $729 | $19,313-96.2% | $15,912-95.4% | $13,397-94.6% |