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 | $78,044 | $48,277+61.7% | $67,511+15.6% | $80,874-3.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.49% | 18.27%-7.8pp | 3517.41%-3506.9pp | 35.62%-25.1pp |
| Employer contribution / active EE | $3,065 | $2,021+51.6% | $2,733+12.2% | $2,756+11.2% |
| Participant deferral / active EE | $3,962 | $2,926+35.4% | $4,000-1.0% | $4,297-7.8% |
| Admin fee / account holder | $13,921 | $3,687+277.6% | $3,999+248.1% | $6,935+100.7% |