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 | $81,719 | $65,561+24.6% | $86,188-5.2% | $75,163+8.7% |
| Participation rate | 94.0% | 60.5%+33.5pp | 69.0%+25.0pp | 67.2%+26.8pp |
| Annual return | 2.32% | 46.05%-43.7pp | 1168.45%-1166.1pp | 160.62%-158.3pp |
| Employer contribution / active EE | $17,746 | $1,553+1043.0% | $2,380+645.6% | $2,670+564.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,600 | $5,474+75.4% | $6,852+40.1% | $5,651+69.9% |