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 | $146,243 | $109,817+33.2% | $98,442+48.6% | $167,490-12.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 7.36% | 1956.69%-1949.3pp | 1492.73%-1485.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,921 | $3,224-40.4% | $2,960-35.1% | $4,837-60.3% |
| Participant deferral / active EE | $2,572 | $4,673-45.0% | $4,276-39.9% | $6,341-59.4% |
| Admin fee / account holder | $26,432 | $6,753+291.4% | $5,949+344.3% | $12,309+114.7% |