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 | $96,248 | $48,230+99.6% | $67,502+42.6% | $80,856+19.0% |
| Participation rate | 72.2% | 66.4%+5.9pp | 72.9%-0.7pp | 67.6%+4.6pp |
| Annual return | 10.17% | 18.28%-8.1pp | 3512.12%-3502.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,356 | $2,020-32.8% | $2,731-50.3% | $2,755-50.8% |
| Participant deferral / active EE | $5,508 | $2,924+88.4% | $4,000+37.7% | $4,296+28.2% |
| Admin fee / account holder | $4,284 | $3,681+16.4% | $3,998+7.2% | $6,918-38.1% |