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 | $56,685 | $48,230+17.5% | $67,502-16.0% | $80,856-29.9% |
| Participation rate | 97.2% | 66.4%+30.9pp | 72.9%+24.3pp | 67.6%+29.6pp |
| Annual return | 10.96% | 18.28%-7.3pp | 3512.12%-3501.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,552 | $2,020+26.3% | $2,731-6.6% | $2,755-7.4% |
| Participant deferral / active EE | $2,382 | $2,924-18.5% | $4,000-40.4% | $4,296-44.5% |
| Admin fee / account holder | $8,969 | $3,681+143.6% | $3,998+124.4% | $6,918+29.6% |