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 | $75,721 | $80,812-6.3% | $160,784-52.9% | $82,448-8.2% |
| Participation rate | 87.5% | 66.2%+21.3pp | 77.0%+10.5pp | 68.1%+19.4pp |
| Annual return | 11.38% | 100.59%-89.2pp | 1803.92%-1792.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,693 | $2,174-22.1% | $3,733-54.6% | $2,551-33.6% |
| Participant deferral / active EE | $4,834 | $4,335+11.5% | $6,293-23.2% | $4,139+16.8% |
| Admin fee / account holder | $7,375 | $7,695-4.2% | $9,717-24.1% | $7,234+1.9% |