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 | $72,309 | $65,561+10.3% | $86,188-16.1% | $75,163-3.8% |
| Participation rate | 98.1% | 60.5%+37.7pp | 69.0%+29.2pp | 67.2%+31.0pp |
| Annual return | 11.92% | 46.05%-34.1pp | 1168.45%-1156.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,470 | $1,553-5.3% | $2,380-38.2% | $2,670-44.9% |
| Participant deferral / active EE | $6,034 | $3,024+99.6% | $3,985+51.4% | $4,125+46.3% |
| Admin fee / account holder | $636 | $5,474-88.4% | $6,852-90.7% | $5,651-88.7% |