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 | $73,861 | $65,561+12.7% | $86,188-14.3% | $75,163-1.7% |
| Participation rate | 92.0% | 60.5%+31.5pp | 69.0%+23.0pp | 67.2%+24.8pp |
| Annual return | 11.33% | 46.05%-34.7pp | 1168.45%-1157.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,883 | $1,553+85.7% | $2,380+21.1% | $2,670+8.0% |
| Participant deferral / active EE | $3,748 | $3,024+23.9% | $3,985-6.0% | $4,125-9.2% |
| Admin fee / account holder | $25,084 | $5,474+358.2% | $6,852+266.1% | $5,651+343.9% |