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 | $112,313 | $103,376+8.6% | $87,100+28.9% | $152,861-26.5% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 6.55% | 28.10%-21.5pp | 28.19%-21.6pp | 345.32%-338.8pp |
| Employer contribution / active EE | $1,875 | $3,220-41.8% | $2,521-25.6% | $4,762-60.6% |
| Participant deferral / active EE | $2,023 | $4,778-57.7% | $4,049-50.0% | $5,850-65.4% |
| Admin fee / account holder | $6,183 | $12,205-49.3% | $7,497-17.5% | $11,596-46.7% |