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 | $121,559 | $106,355+14.3% | $237,244-48.8% | $116,875+4.0% |
| Participation rate | 81.4% | 71.9%+9.5pp | 80.3%+1.1pp | 74.5%+6.9pp |
| Annual return | 8.76% | 17.03%-8.3pp | 4131.29%-4122.5pp | 16.29%-7.5pp |
| Employer contribution / active EE | $2,347 | $1,595+47.1% | $4,351-46.1% | $3,288-28.6% |
| Participant deferral / active EE | $4,495 | $3,396+32.4% | $4,056+10.8% | $3,885+15.7% |
| Admin fee / account holder | $49,219 | $11,423+330.9% | $18,030+173.0% | $12,263+301.4% |