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 | $90,604 | $109,359-17.1% | $162,163-44.1% | $72,985+24.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.36% | 25.46%-9.1pp | 115.59%-99.2pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,383 | $3,907-39.0% | $5,614-57.6% | $2,440-2.3% |
| Participant deferral / active EE | $3,786 | $5,481-30.9% | $7,298-48.1% | $3,607+5.0% |
| Admin fee / account holder | $2,605 | $7,972-67.3% | $10,843-76.0% | $5,124-49.2% |