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 | $118,308 | $60,124+96.8% | $90,404+30.9% | $79,858+48.1% |
| Participation rate | 73.3% | 65.0%+8.4pp | 72.7%+0.7pp | 69.6%+3.7pp |
| Annual return | 6.04% | 71.94%-65.9pp | 1293.02%-1287.0pp | 31.71%-25.7pp |
| Employer contribution / active EE | $511 | $2,068-75.3% | $3,262-84.3% | $2,471-79.3% |
| Participant deferral / active EE | $1,552 | $2,938-47.2% | $3,963-60.8% | $3,740-58.5% |
| Admin fee / account holder | $21,398 | $3,976+438.1% | $5,611+281.4% | $5,306+303.3% |