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 | $69,302 | $57,281+21.0% | $86,612-20.0% | $75,163-7.8% |
| Participation rate | 73.0% | 63.2%+9.8pp | 71.7%+1.3pp | 67.2%+5.8pp |
| Annual return | 5.77% | 2670.75%-2665.0pp | 591.07%-585.3pp | 160.62%-154.8pp |
| Employer contribution / active EE | $3,206 | $2,314+38.5% | $3,022+6.1% | $2,670+20.1% |
| Participant deferral / active EE | $4,102 | $3,318+23.6% | $4,438-7.6% | $4,125-0.6% |
| Admin fee / account holder | $12,646 | $4,112+207.5% | $5,614+125.2% | $5,651+123.8% |