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 | $78,544 | $65,561+19.8% | $86,188-8.9% | $75,163+4.5% |
| Participation rate | 96.7% | 60.5%+36.2pp | 69.0%+27.8pp | 67.2%+29.5pp |
| Annual return | 11.46% | 46.05%-34.6pp | 1168.45%-1157.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,931 | $1,553+24.4% | $2,380-18.9% | $2,670-27.7% |
| Participant deferral / active EE | $4,014 | $3,024+32.8% | $3,985+0.7% | $4,125-2.7% |
| Admin fee / account holder | $7,695 | $5,474+40.6% | $6,852+12.3% | $5,651+36.2% |