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 | $132,927 | $105,181+26.4% | $159,436-16.6% | $85,850+54.8% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.6pp |
| Annual return | 8.62% | 45.07%-36.5pp | 263.57%-255.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $11,230 | $3,318+238.4% | $4,829+132.5% | $2,565+337.8% |
| Participant deferral / active EE | $15,270 | $5,945+156.9% | $7,352+107.7% | $3,952+286.4% |
| Admin fee / account holder | $19,962 | $6,933+187.9% | $10,799+84.9% | $6,260+218.9% |