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 | $64,038 | $56,060+14.2% | $76,002-15.7% | $80,874-20.8% |
| Participation rate | 98.8% | 62.0%+36.8pp | 69.1%+29.7pp | 67.6%+31.2pp |
| Annual return | 9.65% | 20.54%-10.9pp | 360.07%-350.4pp | 35.62%-26.0pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,442 | $3,051+12.8% | $4,257-19.1% | $4,297-19.9% |
| Admin fee / account holder | $9,076 | $5,237+73.3% | $6,414+41.5% | $6,935+30.9% |