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 | $36,184 | $27,915+29.6% | $58,482-38.1% | $75,163-51.9% |
| Participation rate | 75.5% | 38.8%+36.6pp | 50.9%+24.6pp | 67.2%+8.3pp |
| Annual return | 14.28% | 44.20%-29.9pp | 4239.32%-4225.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,239 | $669+85.2% | $1,053+17.6% | $2,670-53.6% |
| Participant deferral / active EE | $2,895 | $1,201+141.0% | $1,924+50.5% | $4,125-29.8% |
| Admin fee / account holder | $1,643 | $1,726-4.8% | $2,516-34.7% | $5,651-70.9% |