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 | $76,400 | $58,208+31.3% | $81,812-6.6% | $80,856-5.5% |
| Participation rate | 79.4% | 63.4%+16.0pp | 72.3%+7.1pp | 67.6%+11.8pp |
| Annual return | 3.64% | 41.66%-38.0pp | 773.79%-770.1pp | 35.59%-32.0pp |
| Employer contribution / active EE | $1,923 | $2,340-17.8% | $2,912-34.0% | $2,755-30.2% |
| Participant deferral / active EE | $3,391 | $3,281+3.4% | $4,319-21.5% | $4,296-21.1% |
| Admin fee / account holder | $14,859 | $4,981+198.3% | $7,386+101.2% | $6,918+114.8% |