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 | $73,169 | $70,669+3.5% | $169,368-56.8% | $75,163-2.7% |
| Participation rate | 97.6% | 64.8%+32.8pp | 77.1%+20.5pp | 67.2%+30.4pp |
| Annual return | 6.99% | 36.36%-29.4pp | 405.60%-398.6pp | 160.62%-153.6pp |
| Employer contribution / active EE | $1,170 | $2,211-47.1% | $4,013-70.8% | $2,670-56.2% |
| Participant deferral / active EE | $3,395 | $4,311-21.2% | $6,221-45.4% | $4,125-17.7% |
| Admin fee / account holder | $4,428 | $5,402-18.0% | $9,003-50.8% | $5,651-21.6% |