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 | $80,793 | $65,409+23.5% | $98,442-17.9% | $85,850-5.9% |
| Participation rate | 73.0% | 65.0%+8.0pp | 73.3%-0.4pp | 69.3%+3.7pp |
| Annual return | 8.48% | 21.76%-13.3pp | 1492.73%-1484.2pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,693 | $2,168-21.9% | $2,960-42.8% | $2,565-34.0% |
| Participant deferral / active EE | $3,709 | $3,166+17.1% | $4,276-13.3% | $3,952-6.2% |
| Admin fee / account holder | $25,019 | $4,593+444.8% | $5,949+320.5% | $6,260+299.7% |