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 | $57,333 | $48,795+17.5% | $65,493-12.5% | $84,808-32.4% |
| Participation rate | 78.4% | 67.0%+11.4pp | 73.1%+5.3pp | 68.3%+10.1pp |
| Annual return | 7.24% | 20.20%-13.0pp | 982.45%-975.2pp | 40.90%-33.7pp |
| Employer contribution / active EE | $3,512 | $1,930+82.0% | $2,574+36.4% | $2,631+33.5% |
| Participant deferral / active EE | $3,264 | $2,928+11.5% | $3,961-17.6% | $4,212-22.5% |
| Admin fee / account holder | $9,799 | $3,877+152.7% | $5,028+94.9% | $7,344+33.4% |