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 | $127,256 | $100,326+26.8% | $180,183-29.4% | $84,808+50.1% |
| Participation rate | 94.4% | 71.0%+23.4pp | 77.4%+17.0pp | 68.3%+26.1pp |
| Annual return | 11.97% | 17.86%-5.9pp | 27.86%-15.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $7,434 | $3,269+127.4% | $5,039+47.5% | $2,631+182.5% |
| Participant deferral / active EE | $5,712 | $5,066+12.7% | $6,822-16.3% | $4,212+35.6% |
| Admin fee / account holder | $19,289 | $9,674+99.4% | $19,975-3.4% | $7,344+162.7% |