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 | $53,844 | $60,124-10.4% | $90,404-40.4% | $79,858-32.6% |
| Participation rate | 88.6% | 65.0%+23.6pp | 72.7%+15.9pp | 69.6%+18.9pp |
| Annual return | 9.41% | 71.94%-62.5pp | 1293.02%-1283.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $3,048 | $2,068+47.4% | $3,262-6.6% | $2,471+23.4% |
| Participant deferral / active EE | $5,405 | $2,938+84.0% | $3,963+36.4% | $3,740+44.5% |
| Admin fee / account holder | $6,437 | $3,976+61.9% | $5,611+14.7% | $5,306+21.3% |