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 | $110,151 | $86,286+27.7% | $111,297-1.0% | $85,850+28.3% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 10.27% | 19.99%-9.7pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $3,109 | $2,043+52.1% | $2,731+13.8% | $2,565+21.2% |
| Participant deferral / active EE | $6,272 | $3,641+72.3% | $4,487+39.8% | $3,952+58.7% |
| Admin fee / account holder | $4,085 | $8,188-50.1% | $7,964-48.7% | $6,260-34.7% |