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 5-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 | $59,297 | $48,230+22.9% | $67,502-12.2% | $80,856-26.7% |
| Participation rate | 95.1% | 66.4%+28.8pp | 72.9%+22.2pp | 67.6%+27.5pp |
| Annual return | 10.91% | 18.28%-7.4pp | 3512.12%-3501.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $9,284 | $2,020+359.7% | $2,731+240.0% | $2,755+237.0% |
| Participant deferral / active EE | $5,621 | $2,924+92.3% | $4,000+40.5% | $4,296+30.9% |
| Admin fee / account holder | $6,625 | $3,681+80.0% | $3,998+65.7% | $6,918-4.2% |