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 | $88,849 | $76,552+16.1% | $123,892-28.3% | $62,891+41.3% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 4.61% | 18.68%-14.1pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $8,232 | $2,883+185.6% | $4,617+78.3% | $2,281+260.9% |
| Participant deferral / active EE | $7,864 | $4,840+62.5% | $5,984+31.4% | $3,203+145.5% |
| Admin fee / account holder | $14,914 | $4,826+209.1% | $8,357+78.5% | $4,296+247.2% |