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 | $84,452 | $78,705+7.3% | $117,854-28.3% | $70,131+20.4% |
| Participation rate | 70.6% | 73.2%-2.6pp | 79.7%-9.1pp | 69.5%+1.0pp |
| Annual return | 10.63% | 23.30%-12.7pp | 335.08%-324.4pp | 73.14%-62.5pp |
| Employer contribution / active EE | $2,905 | $2,223+30.7% | $3,786-23.3% | $2,342+24.0% |
| Participant deferral / active EE | $4,712 | $3,297+42.9% | $4,482+5.1% | $3,332+41.4% |
| Admin fee / account holder | $10,809 | $5,065+113.4% | $8,020+34.8% | $4,645+132.7% |