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 | $70,455 | $51,576+36.6% | $129,207-45.5% | $80,856-12.9% |
| Participation rate | 74.1% | 57.0%+17.1pp | 69.6%+4.5pp | 67.6%+6.4pp |
| Annual return | 9.53% | 20.81%-11.3pp | 9417.33%-9407.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,026 | $1,584+28.0% | $4,153-51.2% | $2,755-26.4% |
| Participant deferral / active EE | $3,280 | $2,669+22.9% | $4,168-21.3% | $4,296-23.6% |
| Admin fee / account holder | $7,930 | $4,305+84.2% | $7,715+2.8% | $6,918+14.6% |