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 | $97,140 | $84,233+15.3% | $170,442-43.0% | $70,131+38.5% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 9.34% | 23.06%-13.7pp | 205.93%-196.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $8,016 | $3,387+136.7% | $5,433+47.6% | $2,342+242.2% |
| Participant deferral / active EE | $1,485 | $3,086-51.9% | $4,939-69.9% | $3,332-55.4% |
| Admin fee / account holder | $12,184 | $5,698+113.8% | $13,880-12.2% | $4,645+162.3% |