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 | $99,982 | $89,739+11.4% | $149,718-33.2% | $62,292+60.5% |
| Participation rate | 95.0% | 85.1%+9.9pp | 87.1%+7.9pp | 69.5%+25.5pp |
| Annual return | 14.13% | 21.01%-6.9pp | 1501.63%-1487.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,826 | $3,233-43.5% | $5,445-66.5% | $2,042-10.6% |
| Participant deferral / active EE | $3,930 | $4,797-18.1% | $6,569-40.2% | $3,169+24.0% |
| Admin fee / account holder | $4,710 | $551+754.5% | $11,283-58.3% | $479+882.6% |