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 | $155,312 | $95,416+62.8% | $185,823-16.4% | $85,850+80.9% |
| Participation rate | 95.8% | 68.8%+27.1pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 11.01% | 23.59%-12.6pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $2,794 | $3,314-15.7% | $5,167-45.9% | $2,565+8.9% |
| Participant deferral / active EE | $5,246 | $3,423+53.3% | $5,568-5.8% | $3,952+32.8% |
| Admin fee / account holder | $24,260 | $7,213+236.4% | $16,237+49.4% | $6,260+287.6% |