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 | $57,609 | $48,570+18.6% | $130,648-55.9% | $72,985-21.1% |
| Participation rate | 87.9% | 58.6%+29.3pp | 71.7%+16.1pp | 69.5%+18.4pp |
| Annual return | 15.57% | 38.63%-23.1pp | 1708.96%-1693.4pp | 81.00%-65.4pp |
| Employer contribution / active EE | $998 | $1,334-25.2% | $4,092-75.6% | $2,440-59.1% |
| Participant deferral / active EE | $3,948 | $2,384+65.6% | $3,603+9.6% | $3,607+9.4% |
| Admin fee / account holder | $26,071 | $3,549+634.6% | $5,464+377.1% | $5,124+408.8% |