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 | $118,205 | $70,428+67.8% | $96,562+22.4% | $85,850+37.7% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 10.45% | 18.59%-8.1pp | 37.78%-27.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,365 | $1,413-3.4% | $2,356-42.1% | $2,565-46.8% |
| Participant deferral / active EE | $7,868 | $2,894+171.9% | $3,849+104.4% | $3,952+99.1% |
| Admin fee / account holder | $9,847 | $4,997+97.1% | $6,181+59.3% | $6,260+57.3% |