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 | $74,259 | $58,208+27.6% | $81,812-9.2% | $80,856-8.2% |
| Participation rate | 76.0% | 63.4%+12.6pp | 72.3%+3.7pp | 67.6%+8.4pp |
| Annual return | 9.38% | 41.66%-32.3pp | 773.79%-764.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,191 | $2,340-49.1% | $2,912-59.1% | $2,755-56.8% |
| Participant deferral / active EE | $2,603 | $3,281-20.7% | $4,319-39.7% | $4,296-39.4% |
| Admin fee / account holder | $4,471 | $4,981-10.2% | $7,386-39.5% | $6,918-35.4% |