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 | $61,876 | $49,173+25.8% | $121,098-48.9% | $75,163-17.7% |
| Participation rate | 92.0% | 55.4%+36.6pp | 69.5%+22.5pp | 67.2%+24.8pp |
| Annual return | 10.46% | 55.99%-45.5pp | 985.75%-975.3pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,320 | $1,546+50.1% | $4,164-44.3% | $2,670-13.1% |
| Participant deferral / active EE | $3,750 | $2,628+42.7% | $4,080-8.1% | $4,125-9.1% |
| Admin fee / account holder | $23,254 | $3,942+490.0% | $5,644+312.0% | $5,651+311.5% |