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 | $93,028 | $65,561+41.9% | $86,188+7.9% | $75,163+23.8% |
| Participation rate | 94.9% | 60.5%+34.4pp | 69.0%+25.9pp | 67.2%+27.7pp |
| Annual return | 12.20% | 46.05%-33.9pp | 1168.45%-1156.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,320 | $1,553+49.5% | $2,380-2.5% | $2,670-13.1% |
| Participant deferral / active EE | $4,693 | $3,024+55.2% | $3,985+17.8% | $4,125+13.8% |
| Admin fee / account holder | $1,961 | $5,474-64.2% | $6,852-71.4% | $5,651-65.3% |