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 | $65,945 | $65,561+0.6% | $86,188-23.5% | $75,163-12.3% |
| Participation rate | 84.4% | 60.5%+23.9pp | 69.0%+15.4pp | 67.2%+17.2pp |
| Annual return | 11.72% | 46.05%-34.3pp | 1168.45%-1156.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $4,357 | $1,553+180.6% | $2,380+83.1% | $2,670+63.2% |
| Participant deferral / active EE | $12,056 | $3,024+298.7% | $3,985+202.5% | $4,125+192.3% |
| Admin fee / account holder | $4,107 | $5,474-25.0% | $6,852-40.1% | $5,651-27.3% |