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 | $128,810 | $60,124+114.2% | $90,404+42.5% | $79,858+61.3% |
| Participation rate | 73.3% | 65.0%+8.4pp | 72.7%+0.7pp | 69.6%+3.7pp |
| Annual return | 8.28% | 71.94%-63.7pp | 1293.02%-1284.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $453 | $2,068-78.1% | $3,262-86.1% | $2,471-81.6% |
| Participant deferral / active EE | $4,016 | $2,938+36.7% | $3,963+1.3% | $3,740+7.4% |
| Admin fee / account holder | $68,940 | $3,976+1633.7% | $5,611+1128.7% | $5,306+1199.2% |