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 | $104,896 | $102,317+2.5% | $146,958-28.6% | $80,856+29.7% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 9.62% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,693 | $3,713-54.4% | $4,933-65.7% | $2,755-38.5% |
| Participant deferral / active EE | $5,427 | $6,644-18.3% | $8,070-32.8% | $4,296+26.3% |
| Admin fee / account holder | $987 | $7,941-87.6% | $12,998-92.4% | $6,918-85.7% |