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 | $59,324 | $58,694+1.1% | $142,863-58.5% | $85,850-30.9% |
| Participation rate | 89.3% | 58.5%+30.8pp | 71.9%+17.4pp | 69.3%+20.0pp |
| Annual return | 10.56% | 27.72%-17.2pp | 5637.54%-5627.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,106 | $1,423-22.3% | $4,144-73.3% | $2,565-56.9% |
| Participant deferral / active EE | $3,825 | $2,607+46.7% | $3,837-0.3% | $3,952-3.2% |
| Admin fee / account holder | $369 | $4,239-91.3% | $6,560-94.4% | $6,260-94.1% |