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 | $147,484 | $104,974+40.5% | $95,585+54.3% | $142,382+3.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 9.03% | 210.33%-201.3pp | 38.56%-29.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,385 | $2,779-50.2% | $2,527-45.2% | $4,299-67.8% |
| Participant deferral / active EE | $3,618 | $4,352-16.9% | $4,023-10.1% | $6,507-44.4% |
| Admin fee / account holder | $24,193 | $6,386+278.8% | $6,127+294.8% | $12,624+91.6% |