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 | $63,084 | $58,208+8.4% | $81,812-22.9% | $80,856-22.0% |
| Participation rate | 76.5% | 63.4%+13.1pp | 72.3%+4.1pp | 67.6%+8.8pp |
| Annual return | 8.91% | 41.66%-32.8pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $460 | $2,340-80.3% | $2,912-84.2% | $2,755-83.3% |
| Participant deferral / active EE | $4,600 | $3,281+40.2% | $4,319+6.5% | $4,296+7.1% |
| Admin fee / account holder | $1,024 | $4,981-79.4% | $7,386-86.1% | $6,918-85.2% |