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 | $80,100 | $57,281+39.8% | $86,612-7.5% | $75,163+6.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.41% | 2670.75%-2658.3pp | 591.07%-578.7pp | 160.62%-148.2pp |
| Employer contribution / active EE | $4,391 | $2,314+89.7% | $3,022+45.3% | $2,670+64.5% |
| Participant deferral / active EE | $3,752 | $3,318+13.1% | $4,438-15.5% | $4,125-9.1% |
| Admin fee / account holder | $19,389 | $4,112+371.5% | $5,614+245.4% | $5,651+243.1% |