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 | $118,111 | $86,929+35.9% | $102,423+15.3% | $80,856+46.1% |
| Participation rate | 90.4% | 72.4%+18.0pp | 76.5%+13.9pp | 67.6%+22.7pp |
| Annual return | 10.05% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $7,560 | $2,369+219.1% | $3,023+150.1% | $2,755+174.4% |
| Participant deferral / active EE | $2,927 | $4,118-28.9% | $5,053-42.1% | $4,296-31.9% |
| Admin fee / account holder | $11,019 | $8,049+36.9% | $9,451+16.6% | $6,918+59.3% |