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 | $81,598 | $51,576+58.2% | $129,207-36.8% | $80,856+0.9% |
| Participation rate | 95.9% | 57.0%+38.9pp | 69.6%+26.3pp | 67.6%+28.3pp |
| Annual return | 9.88% | 20.81%-10.9pp | 9417.33%-9407.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $5,391 | $1,584+240.4% | $4,153+29.8% | $2,755+95.7% |
| Participant deferral / active EE | $3,665 | $2,669+37.3% | $4,168-12.1% | $4,296-14.7% |
| Admin fee / account holder | $17,731 | $4,305+311.9% | $7,715+129.8% | $6,918+156.3% |