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 | $98,794 | $89,355+10.6% | $141,162-30.0% | $72,985+35.4% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 17.95% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,261 | $3,114-27.4% | $4,735-52.2% | $2,440-7.3% |
| Participant deferral / active EE | $4,461 | $5,418-17.7% | $6,709-33.5% | $3,607+23.7% |
| Admin fee / account holder | $4,474 | $5,958-24.9% | $10,261-56.4% | $5,124-12.7% |