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 | $83,069 | $89,355-7.0% | $141,162-41.2% | $72,985+13.8% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 14.85% | 111.85%-97.0pp | 71.39%-56.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $1,991 | $3,114-36.1% | $4,735-58.0% | $2,440-18.4% |
| Participant deferral / active EE | $5,919 | $5,418+9.3% | $6,709-11.8% | $3,607+64.1% |
| Admin fee / account holder | $426 | $5,958-92.8% | $10,261-95.8% | $5,124-91.7% |