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 | $98,953 | $89,355+10.7% | $141,162-29.9% | $72,985+35.6% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 18.70% | 111.85%-93.1pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,976 | $3,114-36.6% | $4,735-58.3% | $2,440-19.0% |
| Participant deferral / active EE | $4,892 | $5,418-9.7% | $6,709-27.1% | $3,607+35.6% |
| Admin fee / account holder | $1,376 | $5,958-76.9% | $10,261-86.6% | $5,124-73.1% |