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 | $71,455 | $57,281+24.7% | $86,612-17.5% | $75,163-4.9% |
| Participation rate | 89.8% | 63.2%+26.6pp | 71.7%+18.1pp | 67.2%+22.6pp |
| Annual return | 13.24% | 2670.75%-2657.5pp | 591.07%-577.8pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,047 | $2,314-54.8% | $3,022-65.4% | $2,670-60.8% |
| Participant deferral / active EE | $5,038 | $3,318+51.9% | $4,438+13.5% | $4,125+22.1% |
| Admin fee / account holder | $21,071 | $4,112+412.5% | $5,614+275.3% | $5,651+272.9% |