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 | $95,240 | $183,592-48.1% | $155,567-38.8% | $145,959-34.7% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 7.83% | 61.24%-53.4pp | 64.74%-56.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $8,623 | $5,315+62.3% | $4,674+84.5% | $4,661+85.0% |
| Participant deferral / active EE | $3,776 | $6,464-41.6% | $5,628-32.9% | $6,689-43.5% |
| Admin fee / account holder | $2,432 | $19,318-87.4% | $15,916-84.7% | $13,398-81.9% |