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 | $107,287 | $137,414-21.9% | $189,513-43.4% | $85,850+25.0% |
| Participation rate | 83.7% | 84.6%-0.9pp | 87.8%-4.1pp | 69.3%+14.4pp |
| Annual return | 8.72% | 38.14%-29.4pp | 555.15%-546.4pp | 318.53%-309.8pp |
| Employer contribution / active EE | $1,706 | $4,344-60.7% | $6,162-72.3% | $2,565-33.5% |
| Participant deferral / active EE | $4,000 | $6,260-36.1% | $8,221-51.3% | $3,952+1.2% |
| Admin fee / account holder | $8,211 | $8,630-4.8% | $12,045-31.8% | $6,260+31.2% |