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 | $93,193 | $68,346+36.4% | $94,646-1.5% | $75,163+24.0% |
| Participation rate | 93.1% | 76.1%+17.0pp | 80.8%+12.3pp | 67.2%+25.9pp |
| Annual return | 11.33% | 616.93%-605.6pp | 156.71%-145.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,622 | $2,701-39.9% | $3,672-55.8% | $2,670-39.2% |
| Participant deferral / active EE | $4,822 | $6,537-26.2% | $7,418-35.0% | $4,125+16.9% |
| Admin fee / account holder | $2,288 | $5,326-57.0% | $7,231-68.4% | $5,651-59.5% |