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 | $30,142 | $60,124-49.9% | $90,404-66.7% | $79,858-62.3% |
| Participation rate | 76.0% | 65.0%+11.0pp | 72.7%+3.3pp | 69.6%+6.4pp |
| Annual return | 9.46% | 71.94%-62.5pp | 1293.02%-1283.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,261 | $2,068-39.0% | $3,262-61.3% | $2,471-49.0% |
| Participant deferral / active EE | $3,263 | $2,938+11.0% | $3,963-17.7% | $3,740-12.8% |
| Admin fee / account holder | $6,150 | $3,976+54.7% | $5,611+9.6% | $5,306+15.9% |