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 | $98,306 | $72,277+36.0% | $101,248-2.9% | $79,858+23.1% |
| Participation rate | 97.3% | 68.5%+28.8pp | 75.8%+21.5pp | 69.6%+27.7pp |
| Annual return | 6.42% | 22.30%-15.9pp | 46.47%-40.0pp | 31.71%-25.3pp |
| Employer contribution / active EE | $3,429 | $2,692+27.4% | $3,660-6.3% | $2,471+38.8% |
| Participant deferral / active EE | $5,296 | $3,282+61.4% | $4,370+21.2% | $3,740+41.6% |
| Admin fee / account holder | $22,106 | $4,400+402.4% | $5,945+271.8% | $5,306+316.6% |