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 | $117,246 | $80,717+45.3% | $154,803-24.3% | $84,808+38.2% |
| Participation rate | 95.9% | 66.8%+29.1pp | 78.1%+17.8pp | 68.3%+27.6pp |
| Annual return | 12.96% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,993 | $2,761-27.8% | $4,305-53.7% | $2,631-24.3% |
| Participant deferral / active EE | $3,419 | $3,303+3.5% | $5,540-38.3% | $4,212-18.8% |
| Admin fee / account holder | $14,041 | $6,746+108.2% | $14,329-2.0% | $7,344+91.2% |