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 | $71,024 | $91,552-22.4% | $133,956-47.0% | $79,858-11.1% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 4.53% | 61.85%-57.3pp | 45.09%-40.6pp | 31.71%-27.2pp |
| Employer contribution / active EE | $1,432 | $2,384-39.9% | $3,919-63.4% | $2,471-42.0% |
| Participant deferral / active EE | $3,847 | $3,733+3.0% | $5,048-23.8% | $3,740+2.9% |
| Admin fee / account holder | $1,526 | $6,321-75.9% | $8,927-82.9% | $5,306-71.2% |