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 | $103,800 | $89,753+15.7% | $107,525-3.5% | $84,808+22.4% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 10.71% | 29.48%-18.8pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $973 | $3,113-68.7% | $3,754-74.1% | $2,631-63.0% |
| Participant deferral / active EE | $13,311 | $4,056+228.2% | $5,116+160.2% | $4,212+216.0% |
| Admin fee / account holder | $26,549 | $7,222+267.6% | $8,919+197.7% | $7,344+261.5% |