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 | $76,612 | $65,561+16.9% | $86,188-11.1% | $75,163+1.9% |
| Participation rate | 80.0% | 60.5%+19.5pp | 69.0%+11.0pp | 67.2%+12.8pp |
| Annual return | 7.00% | 46.05%-39.1pp | 1168.45%-1161.4pp | 160.62%-153.6pp |
| Employer contribution / active EE | $957 | $1,553-38.4% | $2,380-59.8% | $2,670-64.2% |
| Participant deferral / active EE | $3,009 | $3,024-0.5% | $3,985-24.5% | $4,125-27.1% |
| Admin fee / account holder | $5,106 | $5,474-6.7% | $6,852-25.5% | $5,651-9.6% |