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 | $57,351 | $57,281+0.1% | $86,612-33.8% | $75,163-23.7% |
| Participation rate | 86.4% | 63.2%+23.2pp | 71.7%+14.7pp | 67.2%+19.2pp |
| Annual return | 7.31% | 2670.75%-2663.4pp | 591.07%-583.8pp | 160.62%-153.3pp |
| Employer contribution / active EE | $905 | $2,314-60.9% | $3,022-70.1% | $2,670-66.1% |
| Participant deferral / active EE | $3,280 | $3,318-1.2% | $4,438-26.1% | $4,125-20.5% |
| Admin fee / account holder | $27,848 | $4,112+577.3% | $5,614+396.0% | $5,651+392.8% |