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 | $58,221 | $48,795+19.3% | $65,493-11.1% | $84,808-31.3% |
| Participation rate | 89.7% | 67.0%+22.8pp | 73.1%+16.7pp | 68.3%+21.4pp |
| Annual return | 10.81% | 20.20%-9.4pp | 982.45%-971.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,416 | $1,930+25.2% | $2,574-6.2% | $2,631-8.2% |
| Participant deferral / active EE | $2,229 | $2,928-23.9% | $3,961-43.7% | $4,212-47.1% |
| Admin fee / account holder | $7,607 | $3,877+96.2% | $5,028+51.3% | $7,344+3.6% |