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 | $59,482 | $58,927+0.9% | $76,817-22.6% | $72,985-18.5% |
| Participation rate | 78.2% | 67.3%+10.8pp | 72.1%+6.1pp | 69.5%+8.7pp |
| Annual return | 10.98% | 2305.64%-2294.7pp | 1166.11%-1155.1pp | 81.00%-70.0pp |
| Employer contribution / active EE | $778 | $1,787-56.4% | $2,302-66.2% | $2,440-68.1% |
| Participant deferral / active EE | $1,095 | $2,690-59.3% | $3,336-67.2% | $3,607-69.7% |
| Admin fee / account holder | $1,380 | $4,013-65.6% | $6,420-78.5% | $5,124-73.1% |