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 | $64,824 | $58,208+11.4% | $81,812-20.8% | $80,856-19.8% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 9.05% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,667 | $2,340-28.8% | $2,912-42.8% | $2,755-39.5% |
| Participant deferral / active EE | $1,506 | $3,281-54.1% | $4,319-65.1% | $4,296-64.9% |
| Admin fee / account holder | $2,518 | $4,981-49.5% | $7,386-65.9% | $6,918-63.6% |