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 | $110,719 | $65,395+69.3% | $182,532-39.3% | $72,985+51.7% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.7pp | 69.5%+16.2pp |
| Annual return | 16.66% | 27.68%-11.0pp | 148.54%-131.9pp | 81.00%-64.3pp |
| Employer contribution / active EE | $3,605 | $1,911+88.6% | $4,076-11.6% | $2,440+47.8% |
| Participant deferral / active EE | $13,200 | $3,563+270.5% | $5,524+138.9% | $3,607+265.9% |
| Admin fee / account holder | $19,545 | $4,245+360.5% | $8,592+127.5% | $5,124+281.4% |