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 | $141,940 | $109,881+29.2% | $150,045-5.4% | $84,808+67.4% |
| Participation rate | 91.0% | 76.1%+15.0pp | 82.3%+8.7pp | 68.3%+22.7pp |
| Annual return | 11.29% | 28.25%-17.0pp | 62.55%-51.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $7,380 | $3,561+107.2% | $4,693+57.3% | $2,631+180.5% |
| Participant deferral / active EE | $9,091 | $6,636+37.0% | $7,997+13.7% | $4,212+115.9% |
| Admin fee / account holder | $25,446 | $8,568+197.0% | $13,435+89.4% | $7,344+246.5% |