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 | $71,309 | $48,795+46.1% | $65,493+8.9% | $84,808-15.9% |
| Participation rate | 81.4% | 67.0%+14.4pp | 73.1%+8.3pp | 68.3%+13.1pp |
| Annual return | 10.34% | 20.20%-9.9pp | 982.45%-972.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,468 | $1,930+27.9% | $2,574-4.1% | $2,631-6.2% |
| Participant deferral / active EE | $4,104 | $2,928+40.1% | $3,961+3.6% | $4,212-2.6% |
| Admin fee / account holder | $18,557 | $3,877+378.6% | $5,028+269.1% | $7,344+152.7% |