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 | $100,104 | $117,983-15.2% | $101,794-1.7% | $142,382-29.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 6.75% | 36.92%-30.2pp | 30.53%-23.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,226 | $2,773-55.8% | $2,289-46.4% | $4,299-71.5% |
| Participant deferral / active EE | $3,775 | $4,714-19.9% | $4,084-7.6% | $6,507-42.0% |
| Admin fee / account holder | $13,592 | $10,433+30.3% | $8,777+54.9% | $12,624+7.7% |