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 6-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 | $79,464 | $65,561+21.2% | $86,188-7.8% | $75,163+5.7% |
| Participation rate | 78.8% | 60.5%+18.3pp | 69.0%+9.8pp | 67.2%+11.6pp |
| Annual return | 11.88% | 46.05%-34.2pp | 1168.45%-1156.6pp | 160.62%-148.7pp |
| Employer contribution / active EE | $3,764 | $1,553+142.5% | $2,380+58.2% | $2,670+41.0% |
| Participant deferral / active EE | $6,507 | $3,024+115.2% | $3,985+63.3% | $4,125+57.8% |
| Admin fee / account holder | $4,525 | $5,474-17.3% | $6,852-34.0% | $5,651-19.9% |