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 | $99,230 | $76,552+29.6% | $123,892-19.9% | $62,891+57.8% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 5.09% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $9,446 | $2,883+227.7% | $4,617+104.6% | $2,281+314.1% |
| Participant deferral / active EE | $7,117 | $4,840+47.1% | $5,984+18.9% | $3,203+122.2% |
| Admin fee / account holder | $7,551 | $4,826+56.5% | $8,357-9.6% | $4,296+75.8% |