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 | $78,654 | $65,409+20.2% | $98,442-20.1% | $85,850-8.4% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 10.25% | 21.76%-11.5pp | 1492.73%-1482.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,978 | $2,168+37.4% | $2,960+0.6% | $2,565+16.1% |
| Participant deferral / active EE | $2,533 | $3,166-20.0% | $4,276-40.8% | $3,952-35.9% |
| Admin fee / account holder | $10,273 | $4,593+123.7% | $5,949+72.7% | $6,260+64.1% |