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 | $111,712 | $78,672+42.0% | $109,143+2.4% | $85,850+30.1% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 10.46% | 25.09%-14.6pp | 25.75%-15.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,273 | $2,735-53.5% | $3,722-65.8% | $2,565-50.4% |
| Participant deferral / active EE | $4,486 | $3,467+29.4% | $4,653-3.6% | $3,952+13.5% |
| Admin fee / account holder | $30,436 | $5,469+456.5% | $6,752+350.8% | $6,260+386.2% |