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 | $106,234 | $86,286+23.1% | $111,297-4.5% | $85,850+23.7% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 10.43% | 19.99%-9.6pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,376 | $2,043-32.7% | $2,731-49.6% | $2,565-46.4% |
| Participant deferral / active EE | $6,926 | $3,641+90.2% | $4,487+54.3% | $3,952+75.3% |
| Admin fee / account holder | $13,346 | $8,188+63.0% | $7,964+67.6% | $6,260+113.2% |