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 | $88,760 | $58,264+52.3% | $86,612+2.5% | $71,457+24.2% |
| Participation rate | 98.0% | 65.0%+33.0pp | 71.7%+26.3pp | 67.9%+30.1pp |
| Annual return | 10.59% | 21.63%-11.0pp | 591.07%-580.5pp | 28.85%-18.3pp |
| Employer contribution / active EE | $2,062 | $2,574-19.9% | $3,022-31.8% | $2,588-20.3% |
| Participant deferral / active EE | $4,016 | $3,436+16.9% | $4,438-9.5% | $4,289-6.4% |
| Admin fee / account holder | $3,851 | $1,057+264.3% | $5,614-31.4% | $1,587+142.6% |