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 | $121,063 | $95,803+26.4% | $113,168+7.0% | $84,808+42.8% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 7.50% | 25.00%-17.5pp | 24.27%-16.8pp | 40.90%-33.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,242 | $4,242+70.7% | $5,107+41.8% | $4,212+71.9% |
| Admin fee / account holder | $29,115 | $8,989+223.9% | $12,068+141.3% | $7,344+296.5% |