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 | $98,503 | $81,208+21.3% | $98,907-0.4% | $79,858+23.3% |
| Participation rate | 96.1% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 10.01% | 60.99%-51.0pp | 196.43%-186.4pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,188 | $1,960+11.6% | $2,689-18.6% | $2,471-11.5% |
| Participant deferral / active EE | $3,151 | $3,265-3.5% | $4,244-25.8% | $3,740-15.7% |
| Admin fee / account holder | $19,836 | $6,013+229.9% | $6,642+198.7% | $5,306+273.8% |