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 | $71,689 | $57,281+25.2% | $86,612-17.2% | $75,163-4.6% |
| Participation rate | 78.7% | 63.2%+15.5pp | 71.7%+7.0pp | 67.2%+11.5pp |
| Annual return | 9.18% | 2670.75%-2661.6pp | 591.07%-581.9pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,012 | $2,314-56.3% | $3,022-66.5% | $2,670-62.1% |
| Participant deferral / active EE | $2,448 | $3,318-26.2% | $4,438-44.8% | $4,125-40.6% |
| Admin fee / account holder | $5,174 | $4,112+25.8% | $5,614-7.8% | $5,651-8.4% |