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 | $95,719 | $102,382-6.5% | $147,005-34.9% | $80,874+18.4% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 10.27% | 134.89%-124.6pp | 418.76%-408.5pp | 35.62%-25.3pp |
| Employer contribution / active EE | $2,222 | $3,715-40.2% | $4,934-55.0% | $2,756-19.4% |
| Participant deferral / active EE | $3,234 | $6,646-51.3% | $8,070-59.9% | $4,297-24.7% |
| Admin fee / account holder | $41,034 | $7,942+416.7% | $13,006+215.5% | $6,935+491.7% |