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 | $112,287 | $65,561+71.3% | $86,188+30.3% | $75,163+49.4% |
| Participation rate | 93.5% | 60.5%+33.0pp | 69.0%+24.5pp | 67.2%+26.3pp |
| Annual return | 10.83% | 46.05%-35.2pp | 1168.45%-1157.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $785 | $1,553-49.4% | $2,380-67.0% | $2,670-70.6% |
| Participant deferral / active EE | $7,784 | $3,024+157.4% | $3,985+95.3% | $4,125+88.7% |
| Admin fee / account holder | $22,956 | $5,474+319.4% | $6,852+235.0% | $5,651+306.2% |