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 | $94,250 | $83,902+12.3% | $167,512-43.7% | $84,808+11.1% |
| Participation rate | 83.1% | 66.5%+16.6pp | 77.1%+6.0pp | 68.3%+14.7pp |
| Annual return | 12.98% | 91.55%-78.6pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $696 | $2,264-69.2% | $3,882-82.1% | $2,631-73.5% |
| Participant deferral / active EE | $4,740 | $4,442+6.7% | $6,405-26.0% | $4,212+12.6% |
| Admin fee / account holder | $2,185 | $7,915-72.4% | $9,769-77.6% | $7,344-70.2% |