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 | $94,603 | $57,281+65.2% | $86,612+9.2% | $75,163+25.9% |
| Participation rate | 71.9% | 63.2%+8.7pp | 71.7%+0.2pp | 67.2%+4.7pp |
| Annual return | 11.75% | 2670.75%-2659.0pp | 591.07%-579.3pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,911 | $2,314-17.4% | $3,022-36.8% | $2,670-28.4% |
| Participant deferral / active EE | $2,766 | $3,318-16.6% | $4,438-37.7% | $4,125-32.9% |
| Admin fee / account holder | $6,777 | $4,112+64.8% | $5,614+20.7% | $5,651+19.9% |