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 | $94,359 | $70,475+33.9% | $100,516-6.1% | $79,858+18.2% |
| Participation rate | 97.0% | 73.7%+23.3pp | 79.4%+17.6pp | 69.6%+27.3pp |
| Annual return | 8.61% | 21.90%-13.3pp | 30.89%-22.3pp | 31.71%-23.1pp |
| Employer contribution / active EE | $8,591 | $2,165+296.9% | $3,418+151.4% | $2,471+247.7% |
| Participant deferral / active EE | $4,132 | $5,181-20.2% | $6,270-34.1% | $3,740+10.5% |
| Admin fee / account holder | $13,328 | $4,478+197.6% | $8,081+64.9% | $5,306+151.2% |