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 | $84,560 | $60,124+40.6% | $90,404-6.5% | $79,858+5.9% |
| Participation rate | 92.5% | 65.0%+27.5pp | 72.7%+19.8pp | 69.6%+22.9pp |
| Annual return | 10.16% | 71.94%-61.8pp | 1293.02%-1282.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,573 | $2,068+72.8% | $3,262+9.5% | $2,471+44.6% |
| Participant deferral / active EE | $4,337 | $2,938+47.6% | $3,963+9.4% | $3,740+15.9% |
| Admin fee / account holder | $8,367 | $3,976+110.4% | $5,611+49.1% | $5,306+57.7% |