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 | $90,060 | $96,635-6.8% | $86,612+4.0% | $139,434-35.4% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 7.32% | 106.41%-99.1pp | 591.07%-583.8pp | 372.94%-365.6pp |
| Employer contribution / active EE | $2,157 | $3,263-33.9% | $3,022-28.6% | $4,751-54.6% |
| Participant deferral / active EE | $1,323 | $4,836-72.7% | $4,438-70.2% | $6,710-80.3% |
| Admin fee / account holder | $2,148 | $6,408-66.5% | $5,614-61.7% | $11,403-81.2% |