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 | $78,675 | $57,281+37.4% | $86,612-9.2% | $75,163+4.7% |
| Participation rate | 92.3% | 63.2%+29.1pp | 71.7%+20.6pp | 67.2%+25.1pp |
| Annual return | 2.03% | 2670.75%-2668.7pp | 591.07%-589.0pp | 160.62%-158.6pp |
| Employer contribution / active EE | $4,417 | $2,314+90.8% | $3,022+46.1% | $2,670+65.4% |
| Participant deferral / active EE | $10,717 | $3,318+223.0% | $4,438+141.5% | $4,125+159.8% |
| Admin fee / account holder | $5,540 | $4,112+34.7% | $5,614-1.3% | $5,651-2.0% |