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 | $105,562 | $48,277+118.7% | $67,511+56.4% | $80,874+30.5% |
| Participation rate | 70.5% | 66.4%+4.1pp | 72.9%-2.4pp | 67.6%+2.8pp |
| Annual return | 10.93% | 18.27%-7.3pp | 3517.41%-3506.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,630 | $2,926+194.9% | $4,000+115.7% | $4,297+100.8% |
| Admin fee / account holder | $5,710 | $3,687+54.9% | $3,999+42.8% | $6,935-17.7% |