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 | $80,968 | $58,927+37.4% | $76,817+5.4% | $72,985+10.9% |
| Participation rate | 85.2% | 67.3%+17.8pp | 72.1%+13.1pp | 69.5%+15.7pp |
| Annual return | 5.35% | 2305.64%-2300.3pp | 1166.11%-1160.8pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,582 | $1,787-11.5% | $2,302-31.3% | $2,440-35.2% |
| Participant deferral / active EE | $3,898 | $2,690+44.9% | $3,336+16.8% | $3,607+8.0% |
| Admin fee / account holder | $4,236 | $4,013+5.6% | $6,420-34.0% | $5,124-17.3% |