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 | $53,588 | $51,576+3.9% | $129,207-58.5% | $80,856-33.7% |
| Participation rate | 89.7% | 57.0%+32.7pp | 69.6%+20.0pp | 67.6%+22.0pp |
| Annual return | 10.70% | 20.81%-10.1pp | 9417.33%-9406.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,007 | $1,584+216.1% | $4,153+20.6% | $2,755+81.8% |
| Participant deferral / active EE | $4,876 | $2,669+82.7% | $4,168+17.0% | $4,296+13.5% |
| Admin fee / account holder | $2,580 | $4,305-40.1% | $7,715-66.6% | $6,918-62.7% |