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 | $101,306 | $201,272-49.7% | $184,203-45.0% | $145,922-30.6% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 8.59% | 29.00%-20.4pp | 28.81%-20.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,849 | $7,022-73.7% | $6,427-71.2% | $4,660-60.3% |
| Participant deferral / active EE | $8,727 | $9,806-11.0% | $9,131-4.4% | $6,688+30.5% |
| Admin fee / account holder | $1,208 | $16,364-92.6% | $13,901-91.3% | $13,397-91.0% |