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 | $99,447 | $57,590+72.7% | $86,233+15.3% | $82,448+20.6% |
| Participation rate | 82.6% | 57.9%+24.7pp | 69.0%+13.6pp | 68.1%+14.5pp |
| Annual return | 12.37% | 22.41%-10.0pp | 61.39%-49.0pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,659 | $1,655+60.6% | $2,504+6.2% | $2,551+4.2% |
| Participant deferral / active EE | $2,193 | $3,080-28.8% | $4,559-51.9% | $4,139-47.0% |
| Admin fee / account holder | $2,352 | $4,730-50.3% | $8,342-71.8% | $7,234-67.5% |